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
526
$3.85M 0.04%
+62,930
527
$3.85M 0.04%
+40,980
528
$3.84M 0.04%
50,736
-21,723
529
$3.84M 0.04%
241,047
+4,709
530
$3.81M 0.04%
8,731
-590
531
$3.81M 0.04%
751,113
+11,393
532
$3.8M 0.04%
195,715
+47,295
533
$3.8M 0.04%
+176,639
534
$3.79M 0.04%
208,841
+6,730
535
$3.79M 0.04%
9,364
+2,018
536
$3.77M 0.04%
19,464
-726
537
$3.76M 0.04%
68,423
-159,511
538
$3.75M 0.04%
114,819
-94,441
539
$3.74M 0.04%
2,047
-3,328
540
$3.74M 0.04%
197,908
+14,805
541
$3.72M 0.04%
89,676
+72,272
542
$3.72M 0.04%
152,091
+10,777
543
$3.72M 0.04%
97,655
+3,227
544
$3.71M 0.04%
91,335
+15,484
545
$3.71M 0.04%
32,503
-74,323
546
$3.71M 0.04%
20,216
+5,820
547
$3.71M 0.04%
98,579
-26,017
548
$3.68M 0.04%
8,819
+79
549
$3.66M 0.04%
37,416
-2,928
550
$3.66M 0.04%
18,166
+1,864
20 21
22
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