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
551
$3.64M 0.04%
113,317
+2,286
552
$3.64M 0.04%
70,232
+580
553
$3.64M 0.04%
135,054
+52,970
554
$3.63M 0.04%
20,317
+2,241
555
$3.63M 0.04%
+70,410
556
$3.62M 0.04%
117,938
+3,902
557
$3.61M 0.04%
31,970
+17,704
558
$3.6M 0.04%
17,244
-26,821
559
$3.59M 0.04%
+15,648
560
$3.59M 0.04%
92,703
+1,793
561
$3.58M 0.04%
5,187
+3,625
562
$3.58M 0.04%
229,378
+171,247
563
$3.57M 0.04%
31,472
-98,055
564
$3.57M 0.04%
29,720
-16,814
565
$3.56M 0.04%
410,148
+13,510
566
$3.56M 0.04%
418,207
+19,896
567
$3.54M 0.04%
270,969
-3,432
568
$3.54M 0.04%
47,593
-629
569
$3.54M 0.04%
168,628
+4,450
570
$3.52M 0.04%
1,001,885
+72,813
571
$3.51M 0.04%
19,399
+2,873
572
$3.5M 0.04%
30,630
+25,377
573
$3.5M 0.04%
143,042
+91,403
574
$3.5M 0.04%
78,162
+27,440
575
$3.49M 0.04%
340,270
+14,800
21 22
23
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