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
526
$4.43M 0.04%
+285,747
527
$4.39M 0.04%
16,033
+3,290
528
$4.38M 0.04%
123,733
-201,661
529
$4.38M 0.04%
54,800
-30,958
530
$4.38M 0.04%
126,870
+7,970
531
$4.34M 0.04%
95,987
-42,288
532
$4.34M 0.04%
62,433
+273
533
$4.32M 0.04%
109,464
+7,744
534
$4.32M 0.04%
573,674
-69,779
535
$4.32M 0.04%
+39,003
536
$4.3M 0.04%
45,335
+8,344
537
$4.3M 0.04%
18,198
+12,740
538
$4.3M 0.04%
483,729
+464,481
539
$4.29M 0.04%
142,987
+8,967
540
$4.28M 0.04%
524,982
+19,212
541
$4.28M 0.04%
30,428
+3,382
542
$4.27M 0.04%
34,522
+10,123
543
$4.27M 0.04%
46,907
-20,465
544
$4.26M 0.04%
249,397
+21,309
545
$4.25M 0.04%
63,035
-53,053
546
$4.25M 0.04%
75,192
+15,067
547
$4.24M 0.04%
25,070
+1,192
548
$4.24M 0.04%
151,918
+8,876
549
$4.22M 0.04%
93,809
+13,332
550
$4.2M 0.04%
49,616
-6,436
20 21
22
23 24