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
451
$4.87M 0.06%
+98,400
452
$4.86M 0.06%
60,788
+3,098
453
$4.85M 0.05%
88,180
+1,745
454
$4.83M 0.05%
8,747
-19,690
455
$4.82M 0.05%
449,306
+8,774
456
$4.78M 0.05%
344,076
-4,406
457
$4.77M 0.05%
24,129
+8,934
458
$4.75M 0.05%
70,003
+1,372
459
$4.75M 0.05%
+122,699
460
$4.75M 0.05%
14,878
+2,737
461
$4.73M 0.05%
61,084
+13,858
462
$4.7M 0.05%
322,182
+95,998
463
$4.69M 0.05%
568,987
-159,245
464
$4.68M 0.05%
12,546
-21,225
465
$4.64M 0.05%
63,513
+1,219
466
$4.61M 0.05%
20,151
-2,519
467
$4.6M 0.05%
43,738
+1,861
468
$4.59M 0.05%
1,253,648
+530,664
469
$4.57M 0.05%
967,058
+19,086
470
$4.55M 0.05%
31,286
+17,613
471
$4.53M 0.05%
108,382
-30,737
472
$4.52M 0.05%
15,617
+831
473
$4.52M 0.05%
155,332
+3,063
474
$4.48M 0.05%
167,496
+20,448
475
$4.45M 0.05%
2,928
+1,556
17 18
19
20 21