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
376
$6.25M 0.07%
19,529
+9,035
377
$6.18M 0.07%
80,239
+4,123
378
$6.18M 0.07%
+184,664
379
$6.13M 0.07%
68,022
-1,878
380
$6.11M 0.07%
1,444,801
+28,941
381
$6.11M 0.07%
+61,394
382
$6.08M 0.07%
11,869
+2,929
383
$6.06M 0.07%
554,420
-109,489
384
$6.04M 0.07%
20,128
+1,922
385
$6.02M 0.07%
15,915
+12,580
386
$5.99M 0.07%
143,519
-41,855
387
$5.97M 0.07%
423,090
+16,375
388
$5.96M 0.07%
228,515
+4,481
389
$5.96M 0.07%
25,023
-19,921
390
$5.93M 0.07%
243,049
-84,732
391
$5.92M 0.07%
314,598
-21,857
392
$5.92M 0.07%
14,606
+3,213
393
$5.86M 0.07%
73,757
-3,494
394
$5.86M 0.07%
63,836
+50,658
395
$5.84M 0.07%
12,474
-7,774
396
$5.82M 0.07%
259,825
-229,070
397
$5.77M 0.07%
61,657
+11,787
398
$5.76M 0.07%
666,767
+13,219
399
$5.73M 0.06%
+33,196
400
$5.71M 0.06%
14,040
+2,046
14 15
16
17 18