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
476
$3.01M 0.05%
77,452
+6,133
477
$3.01M 0.05%
36,203
+2,520
478
$3M 0.05%
56,628
+20,997
479
$3M 0.05%
243,173
+17,460
480
$2.99M 0.05%
214,546
+15,480
481
$2.98M 0.05%
130,852
+9,360
482
$2.98M 0.05%
150,129
-277,373
483
$2.96M 0.05%
23,795
+40
484
$2.94M 0.05%
220,298
+15,840
485
$2.93M 0.05%
25,451
-328
486
$2.92M 0.05%
138,268
+9,900
487
$2.89M 0.05%
173,449
+32,144
488
$2.88M 0.05%
6,546
-48
489
$2.87M 0.05%
493,569
+35,460
490
$2.87M 0.05%
52,980
+4,305
491
$2.87M 0.05%
339,029
+24,300
492
$2.86M 0.05%
6,692
+3,071
493
$2.85M 0.05%
220,397
+15,840
494
$2.83M 0.05%
14,575
+1,141
495
$2.82M 0.05%
52,714
+11,790
496
$2.81M 0.05%
51,349
-292
497
$2.81M 0.05%
16,072
+1,248
498
$2.79M 0.05%
13,220
+1,416
499
$2.77M 0.05%
99,983
+7,200
500
$2.77M 0.05%
35,330
+4,538
18 19
20
21 22