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
26
$28.3M 0.49%
141,221
+74,257
27
$27.9M 0.48%
55,758
+1,731
28
$27.6M 0.48%
54,730
-12,465
29
$23.5M 0.41%
166,651
-38,931
30
$23.1M 0.4%
67,149
+26,372
31
$23M 0.4%
+232,117
32
$23M 0.4%
157,192
+55,955
33
$23M 0.4%
139,252
+38,167
34
$22.1M 0.38%
223,754
+123,546
35
$22M 0.38%
464,893
+192,333
36
$20.7M 0.36%
102,169
+11,103
37
$20.2M 0.35%
64,543
+32,150
38
$19.9M 0.35%
193,770
+25,503
39
$19.5M 0.34%
473,096
+62,095
40
$18.6M 0.32%
391,426
-133,240
41
$18.2M 0.31%
33,586
-245
42
$18M 0.31%
395,753
+95,060
43
$17.2M 0.3%
501,457
+181,846
44
$17.1M 0.3%
896,713
+166,269
45
$17.1M 0.3%
51,428
+32,499
46
$17.1M 0.3%
51,627
+9,746
47
$16.8M 0.29%
244,518
+48,792
48
$16.8M 0.29%
91,348
+5,308
49
$16.5M 0.29%
62,896
+4,390
50
$16.5M 0.29%
55,386
+12,898
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