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
626
$3.48M 0.04%
274,301
-135,847
627
$3.48M 0.04%
10,744
+666
628
$3.46M 0.04%
6,105
+1,258
629
$3.46M 0.03%
5,627
-3,192
630
$3.46M 0.03%
336,856
+167,662
631
$3.45M 0.03%
13,300
+6,249
632
$3.44M 0.03%
716,184
+340,676
633
$3.44M 0.03%
44,833
+38,041
634
$3.43M 0.03%
198,548
+20,423
635
$3.42M 0.03%
9,891
+2,985
636
$3.42M 0.03%
114,048
+8,374
637
$3.42M 0.03%
22,465
+928
638
$3.41M 0.03%
21,800
+281
639
$3.39M 0.03%
29,396
+2,576
640
$3.38M 0.03%
89,335
+10,205
641
$3.38M 0.03%
67,342
+17,574
642
$3.37M 0.03%
40,927
+261
643
$3.36M 0.03%
+737,813
644
$3.36M 0.03%
111,248
+75,104
645
$3.35M 0.03%
190,862
+14,383
646
$3.35M 0.03%
100,348
+15,382
647
$3.35M 0.03%
72,045
+18,792
648
$3.34M 0.03%
69,990
+7,885
649
$3.34M 0.03%
462,284
+52,722
650
$3.33M 0.03%
137,735
+10,106
24 25
26
27 28