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
526
$2.58M 0.04%
81,197
+5,760
527
$2.55M 0.04%
35,152
-47,991
528
$2.55M 0.04%
199,783
+14,454
529
$2.54M 0.04%
202,591
+14,580
530
$2.54M 0.04%
100,373
+66,304
531
$2.52M 0.04%
5,650
+326
532
$2.52M 0.04%
321,527
+23,040
533
$2.52M 0.04%
20,358
+1,440
534
$2.51M 0.04%
112,519
-380
535
$2.5M 0.04%
18,937
+15,513
536
$2.5M 0.04%
281,669
+98,559
537
$2.49M 0.04%
70,644
-4,596
538
$2.49M 0.04%
+34,163
539
$2.48M 0.04%
368,403
-102,530
540
$2.48M 0.04%
49,605
+1,452
541
$2.48M 0.04%
19,673
+11,115
542
$2.47M 0.04%
20,729
-36
543
$2.47M 0.04%
757,052
+54,540
544
$2.46M 0.04%
33,504
+19,608
545
$2.46M 0.04%
54,923
+3,960
546
$2.46M 0.04%
130,004
+9,360
547
$2.45M 0.04%
9,587
+4,188
548
$2.44M 0.04%
153,868
-12,090
549
$2.44M 0.04%
31,204
+18,400
550
$2.44M 0.04%
9,075
+1,257
20 21
22
23 24