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
426
$5.18M 0.06%
568,615
-45,867
427
$5.16M 0.06%
29,168
+1,935
428
$5.14M 0.06%
43,678
+4,481
429
$5.14M 0.06%
56,052
+6,226
430
$5.11M 0.06%
74,083
+28,613
431
$5.08M 0.06%
217,067
+4,259
432
$5.07M 0.06%
68,012
+37,487
433
$5.06M 0.06%
153,222
+4,850
434
$5.05M 0.06%
134,364
+2,634
435
$5.04M 0.06%
+578,689
436
$5.04M 0.06%
+185,068
437
$5.02M 0.06%
67,372
+8,121
438
$5.02M 0.06%
80,808
+2,730
439
$5.01M 0.06%
50,790
-125,646
440
$5M 0.06%
+107,622
441
$5M 0.06%
24,422
-2,605
442
$4.99M 0.06%
+93,977
443
$4.97M 0.06%
42,566
+7,423
444
$4.96M 0.06%
4,725
+830
445
$4.94M 0.06%
12,491
+3,813
446
$4.93M 0.06%
9,400
+7,207
447
$4.9M 0.06%
383,341
+19,792
448
$4.88M 0.06%
246,717
-16,044
449
$4.88M 0.06%
111,364
+48,386
450
$4.87M 0.06%
627,062
+32,382
16 17
18
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