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
26
$42.1M 0.43%
55,238
+11,894
27
$39.9M 0.4%
48,295
+2,812
28
$39.8M 0.4%
258,950
-14,405
29
$39M 0.39%
344,070
-52,279
30
$38.7M 0.39%
112,169
-31,237
31
$38.5M 0.39%
35,706
+1,292
32
$37.7M 0.38%
206,589
-5,794
33
$37.3M 0.38%
442,191
+83,216
34
$36.9M 0.37%
838,715
+108,740
35
$36M 0.36%
226,442
+84,143
36
$35.1M 0.35%
341,025
+33,036
37
$34.6M 0.35%
471,124
+4,521
38
$34.5M 0.35%
207,088
-102,272
39
$34.2M 0.35%
57,028
+48,281
40
$33.6M 0.34%
155,350
+12,025
41
$33.2M 0.34%
35,853
+7,444
42
$33.2M 0.33%
295,778
-35,461
43
$32.9M 0.33%
42,596
-611
44
$31.8M 0.32%
354,952
+189,383
45
$31.6M 0.32%
+263,694
46
$31.5M 0.32%
136,067
+17,375
47
$31M 0.31%
76,414
-11,395
48
$31M 0.31%
131,746
+9,608
49
$30.3M 0.31%
187,252
+15,940
50
$29.7M 0.3%
120,311
+54,912
1
2
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