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
401
$5.71M 0.06%
238,973
+4,744
402
$5.69M 0.06%
74,853
+58,949
403
$5.65M 0.06%
116,371
+5,965
404
$5.63M 0.06%
268,935
+43,998
405
$5.57M 0.06%
65,491
+9,149
406
$5.57M 0.06%
186,752
+9,670
407
$5.57M 0.06%
8,970
-8,539
408
$5.57M 0.06%
21,748
+3,559
409
$5.57M 0.06%
20,292
+7,958
410
$5.46M 0.06%
35,506
+20,716
411
$5.42M 0.06%
871,800
+5,908
412
$5.42M 0.06%
134,103
+120,668
413
$5.41M 0.06%
471,052
+343,311
414
$5.4M 0.06%
39,296
-53,070
415
$5.39M 0.06%
27,238
-825
416
$5.39M 0.06%
142,430
+2,809
417
$5.37M 0.06%
391,376
+7,682
418
$5.36M 0.06%
643,453
-109,507
419
$5.33M 0.06%
+90,662
420
$5.32M 0.06%
510,275
+10,134
421
$5.31M 0.06%
17,225
+2,149
422
$5.31M 0.06%
349,990
+340,531
423
$5.27M 0.06%
+49,941
424
$5.19M 0.06%
185,545
+9,664
425
$5.19M 0.06%
12,703
+11,470
15 16
17
18 19