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
601
$3.73M 0.04%
51,182
+28,014
602
$3.71M 0.04%
423,224
+44,829
603
$3.7M 0.04%
19,427
+1,170
604
$3.7M 0.04%
71,522
-18,154
605
$3.69M 0.04%
85,525
+4,083
606
$3.68M 0.04%
17,389
-1,810
607
$3.68M 0.04%
+86,611
608
$3.67M 0.04%
229,447
-14,359
609
$3.67M 0.04%
25,933
-13,363
610
$3.64M 0.04%
23,929
-64,948
611
$3.62M 0.04%
18,068
+2,144
612
$3.61M 0.04%
11,629
+3,158
613
$3.61M 0.04%
95,822
-18,997
614
$3.6M 0.04%
143,164
+12,207
615
$3.6M 0.04%
89,028
+47,351
616
$3.59M 0.04%
15,998
-14,084
617
$3.59M 0.04%
363,402
+148,627
618
$3.57M 0.04%
307,765
+8,388
619
$3.57M 0.04%
276,255
+15,321
620
$3.55M 0.04%
70,155
+1,732
621
$3.54M 0.04%
174,080
-42,987
622
$3.54M 0.04%
175,369
-20,346
623
$3.51M 0.04%
59,948
+5,008
624
$3.5M 0.04%
168,540
+53,100
625
$3.5M 0.04%
175,296
-71,421
23 24
25
26 27