EF

Empowered Funds Portfolio holdings

AUM $9.9B
1-Year Est. Return 22.33%
This Quarter Est. Return
1 Year Est. Return
+22.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.78B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$54.4M
3
+$51.2M
4
AAPL icon
Apple
AAPL
+$35M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$34.7M

Top Sells

1
+$64M
2
+$51.8M
3
+$44.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$41M
5
VT icon
Vanguard Total World Stock ETF
VT
+$38.1M

Sector Composition

1 Technology 15.53%
2 Energy 14.36%
3 Financials 11.45%
4 Consumer Discretionary 11.14%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.74M 0.03%
81,963
+5,760
652
$1.74M 0.03%
152,802
+10,980
653
$1.74M 0.03%
288,972
+20,700
654
$1.74M 0.03%
84,688
+2,622
655
$1.72M 0.03%
520,113
+37,440
656
$1.72M 0.03%
22,127
+2,758
657
$1.71M 0.03%
83,761
+30,030
658
$1.71M 0.03%
4,442
+344
659
$1.71M 0.03%
14,312
+1,197
660
$1.7M 0.03%
84,435
+5,940
661
$1.69M 0.03%
67,427
-19,310
662
$1.69M 0.03%
121,930
+8,640
663
$1.69M 0.03%
8,716
+540
664
$1.68M 0.03%
85,846
-23,321
665
$1.68M 0.03%
47,970
-352
666
$1.68M 0.03%
6,087
+1,060
667
$1.67M 0.03%
21,698
-3,160
668
$1.67M 0.03%
73,204
+5,220
669
$1.66M 0.03%
150,390
+10,800
670
$1.65M 0.03%
9,908
+844
671
$1.65M 0.03%
11,352
+819
672
$1.65M 0.03%
6,727
-16,821
673
$1.64M 0.03%
98,220
+34,024
674
$1.64M 0.03%
23,682
+1,620
675
$1.64M 0.03%
+73,963
25 26
27
28 29