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
576
$3.49M 0.04%
80,477
+8,169
577
$3.47M 0.04%
581,018
+14,731
578
$3.47M 0.04%
6,805
+1,993
579
$3.46M 0.04%
373,981
+14,085
580
$3.43M 0.04%
60,125
+13,963
581
$3.42M 0.04%
64,636
+1,920
582
$3.42M 0.04%
177,885
+24,151
583
$3.42M 0.04%
375,508
+9,874
584
$3.4M 0.04%
36,991
+2,988
585
$3.39M 0.04%
22,795
+252
586
$3.39M 0.04%
+62,105
587
$3.38M 0.04%
279,293
+7,373
588
$3.37M 0.04%
32,254
+960
589
$3.36M 0.04%
209,046
+8,991
590
$3.36M 0.04%
5,435
-10,666
591
$3.35M 0.04%
15,330
-855
592
$3.35M 0.04%
63,404
+12,086
593
$3.35M 0.04%
243,806
+30,945
594
$3.34M 0.04%
9,516
+935
595
$3.33M 0.04%
15,924
+11,252
596
$3.33M 0.04%
19,199
+15,133
597
$3.32M 0.04%
82,326
-1,854
598
$3.29M 0.04%
319,409
+164,386
599
$3.29M 0.04%
260,934
+5,130
600
$3.29M 0.04%
12,743
+2,043
22 23
24
25 26