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
601
$3.27M 0.04%
29,519
-14,810
602
$3.27M 0.04%
40,666
+7,288
603
$3.27M 0.04%
19,743
-55,114
604
$3.27M 0.04%
130,957
+6,098
605
$3.27M 0.04%
+111,277
606
$3.26M 0.04%
104,505
+3,123
607
$3.22M 0.04%
22,149
+3,947
608
$3.21M 0.04%
13,381
+2,239
609
$3.21M 0.04%
124,244
+12,311
610
$3.19M 0.04%
299,377
+2,796
611
$3.19M 0.04%
+162,141
612
$3.17M 0.04%
105,674
+3,157
613
$3.17M 0.04%
88,079
-1,166
614
$3.16M 0.04%
17,610
+5,101
615
$3.16M 0.04%
50,737
+7,909
616
$3.16M 0.04%
178,125
+10,218
617
$3.15M 0.04%
364,645
+11,228
618
$3.14M 0.04%
115,440
+125
619
$3.14M 0.04%
40,118
+32,254
620
$3.13M 0.04%
81,442
+2,268
621
$3.11M 0.04%
378,395
+34,365
622
$3.11M 0.04%
176,479
+35,998
623
$3.1M 0.04%
101,720
+4,426
624
$3.1M 0.04%
41,306
+13,144
625
$3.09M 0.04%
97,689
+43,565
23 24
25
26 27