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
626
$3.09M 0.03%
11,069
-720
627
$3.08M 0.03%
69,881
-162,967
628
$3.07M 0.03%
45,105
-4,219
629
$3.06M 0.03%
41,279
+22,930
630
$3.06M 0.03%
29,045
+3,551
631
$3.05M 0.03%
180,695
+7,950
632
$3.04M 0.03%
127,629
+3,831
633
$3.03M 0.03%
36,550
-88,433
634
$3.02M 0.03%
35,176
+6,957
635
$3.02M 0.03%
23,821
+1,253
636
$3.01M 0.03%
42,371
+4,535
637
$3.01M 0.03%
54,940
+16,628
638
$3.01M 0.03%
42,969
+701
639
$2.98M 0.03%
+8,491
640
$2.97M 0.03%
71,474
+11,599
641
$2.97M 0.03%
37,972
+26,596
642
$2.97M 0.03%
79,130
+6,996
643
$2.96M 0.03%
22,279
+1,159
644
$2.96M 0.03%
64,786
+14,000
645
$2.96M 0.03%
119,743
+5,119
646
$2.94M 0.03%
10,078
+645
647
$2.92M 0.03%
51,955
+25,495
648
$2.92M 0.03%
9,358
+4,776
649
$2.91M 0.03%
+62,648
650
$2.9M 0.03%
28,903
-23,522
24 25
26
27 28