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
576
$3.94M 0.04%
11,672
+2,156
577
$3.93M 0.04%
151,197
+66,389
578
$3.92M 0.04%
597,579
-56,464
579
$3.91M 0.04%
15,934
-48,827
580
$3.91M 0.04%
79,650
+16,948
581
$3.91M 0.04%
69,803
+5,167
582
$3.9M 0.04%
423,622
+104,679
583
$3.88M 0.04%
76,812
+20,068
584
$3.88M 0.04%
76,395
+38,560
585
$3.87M 0.04%
20,138
-9,768
586
$3.86M 0.04%
471,504
-97,483
587
$3.84M 0.04%
17,395
-2,348
588
$3.84M 0.04%
638,193
+46,327
589
$3.83M 0.04%
42,750
-8,040
590
$3.83M 0.04%
503,488
+58,292
591
$3.82M 0.04%
30,288
-29,974
592
$3.82M 0.04%
34,158
+5,113
593
$3.82M 0.04%
230,803
-32,261
594
$3.8M 0.04%
100,906
+9,571
595
$3.79M 0.04%
27,681
+117
596
$3.79M 0.04%
10,620
+5,127
597
$3.77M 0.04%
+174,756
598
$3.76M 0.04%
53,399
+13,538
599
$3.74M 0.04%
25,172
+3,730
600
$3.74M 0.04%
29,470
-1,816
22 23
24
25 26