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
476
$5.06M 0.05%
123,966
+6,028
477
$5.05M 0.05%
34,242
+14,852
478
$5.02M 0.05%
12,921
-1,119
479
$5.01M 0.05%
295,790
+117,905
480
$4.97M 0.05%
140,094
-166,599
481
$4.97M 0.05%
439,815
+21,608
482
$4.97M 0.05%
24,224
+978
483
$4.95M 0.05%
27,911
+25,778
484
$4.95M 0.05%
178,377
+10,881
485
$4.94M 0.05%
112,203
+3,821
486
$4.92M 0.05%
134,781
-114,812
487
$4.91M 0.05%
31,049
+8,254
488
$4.9M 0.05%
275,257
+4,288
489
$4.9M 0.05%
+189,670
490
$4.9M 0.05%
3,715
+787
491
$4.88M 0.05%
196,725
+14,779
492
$4.88M 0.05%
67,546
+4,033
493
$4.85M 0.05%
134,489
+6,547
494
$4.84M 0.05%
1,017,049
+49,991
495
$4.84M 0.05%
96,803
+26,393
496
$4.83M 0.05%
8,842
-3,632
497
$4.83M 0.05%
57,472
-3,612
498
$4.82M 0.05%
94,593
+34,767
499
$4.82M 0.05%
15,785
-14,862
500
$4.77M 0.05%
+34,496
18 19
20
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