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
551
$4.2M 0.04%
18,281
+459
552
$4.16M 0.04%
26,804
-27,674
553
$4.15M 0.04%
49,515
+8,236
554
$4.15M 0.04%
31,936
+9,657
555
$4.15M 0.04%
114,550
+9,712
556
$4.14M 0.04%
34,146
-8,420
557
$4.13M 0.04%
787,485
+206,467
558
$4.11M 0.04%
98,551
+5,848
559
$4.11M 0.04%
+41,108
560
$4.11M 0.04%
38,083
-29,939
561
$4.1M 0.04%
7,846
+679
562
$4.1M 0.04%
147,253
-61,588
563
$4.1M 0.04%
31,950
-11,728
564
$4.09M 0.04%
121,885
+13,828
565
$4.09M 0.04%
63,111
+1,891
566
$4.05M 0.04%
43,018
+1,419
567
$4.05M 0.04%
18,339
-1,812
568
$4.04M 0.04%
121,598
+536
569
$4.03M 0.04%
113,603
+35,441
570
$4.02M 0.04%
22,708
+1,511
571
$4.01M 0.04%
103,403
+23,937
572
$3.99M 0.04%
149,795
+64,683
573
$3.98M 0.04%
54,442
+6,849
574
$3.96M 0.04%
84,804
+22,156
575
$3.94M 0.04%
121,818
+10,541
21 22
23
24 25