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
426
$5.86M 0.06%
1,513,038
+69,167
427
$5.85M 0.06%
444,910
+21,820
428
$5.84M 0.06%
18,759
-16,968
429
$5.82M 0.06%
9,557
-5,825
430
$5.81M 0.06%
239,167
+82,538
431
$5.78M 0.06%
12,646
+3,257
432
$5.78M 0.06%
89,347
-22,017
433
$5.77M 0.06%
58,707
-16,142
434
$5.77M 0.06%
400,075
+8,699
435
$5.77M 0.06%
216,938
+58,185
436
$5.76M 0.06%
223,438
-15,535
437
$5.75M 0.06%
30,846
+1,678
438
$5.75M 0.06%
447,712
-108,280
439
$5.72M 0.06%
75,912
-34,889
440
$5.72M 0.06%
13,558
-1,444
441
$5.65M 0.06%
28,044
+14,920
442
$5.64M 0.06%
629,998
-88,979
443
$5.63M 0.06%
124,937
-91,210
444
$5.63M 0.06%
92,660
+4,480
445
$5.63M 0.06%
149,772
+7,342
446
$5.63M 0.06%
728,276
+149,587
447
$5.61M 0.06%
9,168
+1,535
448
$5.61M 0.06%
145,253
+10,889
449
$5.59M 0.06%
147,380
+13,277
450
$5.57M 0.06%
150,932
-25,707
16 17
18
19 20