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
551
$2.44M 0.04%
174,027
+12,420
552
$2.42M 0.04%
184,856
-35,777
553
$2.42M 0.04%
299,540
+21,600
554
$2.42M 0.04%
89,479
+6,300
555
$2.4M 0.04%
44,987
+19,176
556
$2.38M 0.04%
37,541
+5,068
557
$2.38M 0.04%
368,314
+26,460
558
$2.36M 0.04%
131,753
+9,360
559
$2.35M 0.04%
8,114
-4,614
560
$2.34M 0.04%
128,778
+13,449
561
$2.34M 0.04%
110,528
+16,675
562
$2.32M 0.04%
18,608
+3,570
563
$2.32M 0.04%
165,044
+11,880
564
$2.31M 0.04%
92,764
+6,660
565
$2.3M 0.04%
38,644
+19,556
566
$2.3M 0.04%
88,376
+6,300
567
$2.29M 0.04%
42,981
-100,070
568
$2.28M 0.04%
267,083
+19,260
569
$2.27M 0.04%
91,039
+6,480
570
$2.27M 0.04%
31,955
+4,944
571
$2.26M 0.04%
237,291
+17,100
572
$2.26M 0.04%
45,318
+1,648
573
$2.25M 0.04%
4,135
-3,050
574
$2.25M 0.04%
126,129
+9,000
575
$2.24M 0.04%
4,830
+179
21 22
23
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