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
451
$5.56M 0.06%
73,571
+3,568
452
$5.55M 0.06%
90,229
+9,421
453
$5.51M 0.06%
188,700
+49,300
454
$5.5M 0.06%
184,586
-58,463
455
$5.46M 0.06%
23,975
+8,645
456
$5.44M 0.05%
45,698
+9,502
457
$5.43M 0.05%
108,541
+5,274
458
$5.41M 0.05%
42,083
+9,829
459
$5.4M 0.05%
103,143
+57,823
460
$5.4M 0.05%
19,977
-15,215
461
$5.39M 0.05%
204,828
-65,766
462
$5.38M 0.05%
187,873
+2,805
463
$5.36M 0.05%
30,003
+9,350
464
$5.35M 0.05%
301,825
-28,526
465
$5.35M 0.05%
26,610
+4,031
466
$5.32M 0.05%
13,583
+3,761
467
$5.31M 0.05%
286,256
+56,878
468
$5.3M 0.05%
187,206
-289,241
469
$5.29M 0.05%
163,264
+7,932
470
$5.28M 0.05%
68,492
+7,704
471
$5.21M 0.05%
21,976
+6,328
472
$5.17M 0.05%
479,752
+30,446
473
$5.16M 0.05%
263,903
+12,893
474
$5.13M 0.05%
35,900
+2,796
475
$5.13M 0.05%
171,955
+36,901
17 18
19
20 21