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
476
$4.44M 0.05%
63,984
-114
477
$4.4M 0.05%
17,822
-279
478
$4.39M 0.05%
27,046
+16,833
479
$4.38M 0.05%
+152,096
480
$4.37M 0.05%
9,822
+4,632
481
$4.36M 0.05%
+82,221
482
$4.36M 0.05%
30,701
+2,672
483
$4.34M 0.05%
505,770
+10,064
484
$4.34M 0.05%
7,633
-14,576
485
$4.33M 0.05%
60,315
+20,046
486
$4.25M 0.05%
118,900
+6,148
487
$4.25M 0.05%
7,167
+1,704
488
$4.23M 0.05%
315,481
+25,118
489
$4.23M 0.05%
41,599
+17,603
490
$4.22M 0.05%
127,942
+23,473
491
$4.21M 0.05%
181,946
+34,993
492
$4.21M 0.05%
287,236
+18,572
493
$4.21M 0.05%
22,579
+14,318
494
$4.19M 0.05%
+158,753
495
$4.18M 0.05%
173,532
+744
496
$4.18M 0.05%
23,246
+4,728
497
$4.13M 0.05%
103,267
+4,873
498
$4.11M 0.05%
33,104
+29,853
499
$4.1M 0.05%
5,604
+279
500
$4.09M 0.05%
134,020
+2,576
18 19
20
21 22