EF

Empowered Funds Portfolio holdings

AUM $5.89B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.83B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,874
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$36.6M
3
+$35.6M
4
AMZN icon
Amazon
AMZN
+$32.6M
5
ELV icon
Elevance Health
ELV
+$29M

Top Sells

1
+$31.3M
2
+$17.6M
3
+$15.7M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$13.4M
5
NRG icon
NRG Energy
NRG
+$13.1M

Sector Composition

1 Technology 18.89%
2 Financials 12.54%
3 Consumer Discretionary 11.06%
4 Industrials 10.48%
5 Energy 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6.62M 0.07%
223,392
+57,736
352
$6.61M 0.07%
29,906
+18,846
353
$6.6M 0.07%
60,121
+44,385
354
$6.6M 0.07%
72,348
+10,308
355
$6.59M 0.07%
51,294
+39,737
356
$6.58M 0.07%
59,827
-1,031
357
$6.56M 0.07%
15,002
+6,150
358
$6.55M 0.07%
30,082
+831
359
$6.52M 0.07%
215,503
+35,621
360
$6.52M 0.07%
167,972
-29,186
361
$6.52M 0.07%
50,538
+12,548
362
$6.51M 0.07%
17,369
+5,876
363
$6.5M 0.07%
333,856
+17,564
364
$6.5M 0.07%
37,258
+1,390
365
$6.47M 0.07%
213,246
-12,167
366
$6.45M 0.07%
111,540
-14,794
367
$6.44M 0.07%
595,452
+30,980
368
$6.42M 0.07%
330,351
-54,882
369
$6.41M 0.07%
11,793
+2,465
370
$6.4M 0.07%
80,460
+28,854
371
$6.4M 0.07%
20,391
+11,941
372
$6.4M 0.07%
71,846
-26,290
373
$6.33M 0.07%
15,496
-358
374
$6.33M 0.07%
250,746
-392,227
375
$6.29M 0.07%
8,354
+1,459
13 14
15
16 17