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
26
$37.4M 0.42%
472,869
-28,033
27
$36.8M 0.42%
207,499
+88,113
28
$36.7M 0.42%
65,286
+27,934
29
$36.6M 0.41%
196,388
+83,801
30
$36.1M 0.41%
113,592
+17,823
31
$36M 0.41%
101,434
+16,068
32
$34.8M 0.39%
396,349
+233,513
33
$34.4M 0.39%
88,429
+72,074
34
$34.1M 0.39%
155,895
+44,662
35
$33.8M 0.38%
43,344
+8,930
36
$33.3M 0.38%
200,599
+6,196
37
$33.2M 0.38%
5,733
+3,607
38
$32.9M 0.37%
310,985
-20,136
39
$32.6M 0.37%
67,033
+17,600
40
$32.4M 0.37%
184,268
+29,514
41
$32.2M 0.36%
87,809
+12,103
42
$32.2M 0.36%
143,406
+107,828
43
$31.9M 0.36%
355,820
+6,629
44
$31.7M 0.36%
43,207
+9,623
45
$31.6M 0.36%
729,975
+87,607
46
$30.8M 0.35%
34,414
+2,626
47
$30.1M 0.34%
307,989
+57,848
48
$29.7M 0.34%
122,138
+98,477
49
$29.5M 0.33%
75,933
+18,436
50
$29M 0.33%
212,383
+130,174
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