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
501
$4.09M 0.05%
1,443,871
+5,974
502
$4.08M 0.05%
654,043
+12,845
503
$4.07M 0.05%
+139,400
504
$4.06M 0.05%
60,466
+218
505
$4.05M 0.05%
263,064
+5,175
506
$4.04M 0.05%
75,785
-15,110
507
$4.02M 0.05%
473,573
+56,057
508
$4.01M 0.05%
185,871
+4,118
509
$3.99M 0.05%
201,956
+3,023
510
$3.98M 0.05%
18,257
+8,771
511
$3.97M 0.05%
251,010
+4,904
512
$3.96M 0.04%
48,704
+7,124
513
$3.95M 0.04%
9,389
-5,605
514
$3.94M 0.04%
23,878
+456
515
$3.94M 0.04%
62,160
-42,067
516
$3.94M 0.04%
27,564
-3,398
517
$3.92M 0.04%
188,453
-1,694
518
$3.92M 0.04%
487,162
+43,414
519
$3.92M 0.04%
135,194
+2,041
520
$3.91M 0.04%
160,528
+3,194
521
$3.9M 0.04%
61,220
+13,381
522
$3.89M 0.04%
163,733
+2,394
523
$3.88M 0.04%
154,845
+5,313
524
$3.88M 0.04%
18,216
+7,767
525
$3.85M 0.04%
36,196
+20,979
19 20
21
22 23