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
501
$4.76M 0.05%
245,798
+4,751
502
$4.73M 0.05%
214,944
+106,738
503
$4.73M 0.05%
53,093
+44,943
504
$4.7M 0.05%
19,099
+1,855
505
$4.69M 0.05%
24,931
+5,532
506
$4.69M 0.05%
+118,318
507
$4.68M 0.05%
106,402
+84,440
508
$4.68M 0.05%
1,371,568
+117,920
509
$4.67M 0.05%
65,419
+14,682
510
$4.66M 0.05%
1,995
+1,027
511
$4.64M 0.05%
163,485
-38,471
512
$4.64M 0.05%
+121,923
513
$4.64M 0.05%
+196,267
514
$4.62M 0.05%
29,344
+25,513
515
$4.6M 0.05%
23,557
-25,028
516
$4.6M 0.05%
150,336
-10,192
517
$4.6M 0.05%
9,386
+2,581
518
$4.55M 0.05%
324,760
+37,524
519
$4.53M 0.05%
19,211
-16,365
520
$4.53M 0.05%
23,117
+3,653
521
$4.5M 0.05%
35,467
+16,633
522
$4.5M 0.05%
85,597
+3,376
523
$4.49M 0.05%
26,664
+6,448
524
$4.45M 0.05%
589,202
+248,932
525
$4.43M 0.04%
+33,609
19 20
21
22 23