EF

Empowered Funds Portfolio holdings

AUM $15.7B
1-Year Est. Return 34.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.9B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,971
New
Increased
Reduced
Closed

Top Buys

1
+$74.5M
2
+$46.1M
3
+$39M
4
AAPL icon
Apple
AAPL
+$33.4M
5
LRCX icon
Lam Research
LRCX
+$30.8M

Top Sells

1
+$115M
2
+$109M
3
+$99.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$69.2M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$52.1M

Sector Composition

1 Technology 22%
2 Financials 14.22%
3 Consumer Discretionary 11.33%
4 Industrials 10.31%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.41M 0.07%
+13,651
352
$7.39M 0.07%
14,987
+3,118
353
$7.39M 0.07%
97,937
+33,953
354
$7.36M 0.07%
126,885
+80,122
355
$7.35M 0.07%
193,022
-22,481
356
$7.35M 0.07%
351,324
+15,989
357
$7.33M 0.07%
33,385
-7,809
358
$7.33M 0.07%
80,150
+8,304
359
$7.31M 0.07%
7,936
+2,332
360
$7.3M 0.07%
70,319
+20,378
361
$7.28M 0.07%
273,467
-56,793
362
$7.26M 0.07%
+85,894
363
$7.25M 0.07%
28,687
+26,880
364
$7.25M 0.07%
445,116
+71,135
365
$7.23M 0.07%
223,976
-123,804
366
$7.2M 0.07%
+50,000
367
$7.19M 0.07%
34,114
+31,665
368
$7.19M 0.07%
+16,903
369
$7.17M 0.07%
36,077
+2,881
370
$7.16M 0.07%
114,580
-239,695
371
$7.12M 0.07%
463,480
-10,093
372
$7.09M 0.07%
140,694
-62,849
373
$7.07M 0.07%
21,290
+6,412
374
$7.02M 0.07%
+66,015
375
$7M 0.07%
587,969
+19,354
13 14
15
16 17