EF

Empowered Funds Portfolio holdings

AUM $9.9B
1-Year Est. Return 22.33%
This Quarter Est. Return
1 Year Est. Return
+22.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.78B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$54.4M
3
+$51.2M
4
AAPL icon
Apple
AAPL
+$35M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$34.7M

Top Sells

1
+$64M
2
+$51.8M
3
+$44.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$41M
5
VT icon
Vanguard Total World Stock ETF
VT
+$38.1M

Sector Composition

1 Technology 15.53%
2 Energy 14.36%
3 Financials 11.45%
4 Consumer Discretionary 11.14%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.24M 0.06%
14,010
+1,530
452
$3.24M 0.06%
118,224
+8,460
453
$3.23M 0.06%
59,949
+43,145
454
$3.23M 0.06%
720,107
+51,840
455
$3.23M 0.06%
26,761
-49,770
456
$3.23M 0.06%
308,325
+22,140
457
$3.23M 0.06%
26,230
+3,056
458
$3.21M 0.06%
25,912
+2,733
459
$3.2M 0.06%
203,361
+14,580
460
$3.19M 0.06%
114,498
+1,552
461
$3.19M 0.06%
11,921
-239,197
462
$3.19M 0.06%
21,180
-3,326
463
$3.17M 0.05%
42,038
+17,552
464
$3.14M 0.05%
35,812
+2,125
465
$3.11M 0.05%
136,606
+9,720
466
$3.1M 0.05%
49,105
+3,345
467
$3.09M 0.05%
23,867
+2,502
468
$3.08M 0.05%
8,256
+2,960
469
$3.08M 0.05%
94,429
+46,193
470
$3.08M 0.05%
17,713
-3,136
471
$3.08M 0.05%
490,472
+127,043
472
$3.06M 0.05%
18,066
+7,028
473
$3.05M 0.05%
133,075
-277,458
474
$3.03M 0.05%
132,112
+48,192
475
$3.02M 0.05%
161,119
+11,520
17 18
19
20 21