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
651
$2.88M 0.03%
85,777
+2,376
652
$2.88M 0.03%
24,399
+1,237
653
$2.88M 0.03%
+21,197
654
$2.87M 0.03%
103,674
+7,445
655
$2.87M 0.03%
13,124
+130
656
$2.87M 0.03%
+56,744
657
$2.86M 0.03%
156,629
+43,358
658
$2.86M 0.03%
243,194
+14,301
659
$2.85M 0.03%
16,348
+3,993
660
$2.85M 0.03%
113,261
+1,067
661
$2.85M 0.03%
+134,944
662
$2.84M 0.03%
445,196
+39,989
663
$2.84M 0.03%
+145,938
664
$2.83M 0.03%
26,820
+3,557
665
$2.83M 0.03%
62,895
-12,737
666
$2.83M 0.03%
50,420
-32,091
667
$2.83M 0.03%
22,289
+2,177
668
$2.82M 0.03%
+139,327
669
$2.82M 0.03%
+318,943
670
$2.82M 0.03%
60,150
-94,237
671
$2.82M 0.03%
59,826
-211
672
$2.81M 0.03%
17,277
+7,674
673
$2.81M 0.03%
21,519
+5,749
674
$2.81M 0.03%
100,203
+5,782
675
$2.8M 0.03%
60,342
+2,611
25 26
27
28 29