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
651
$3.33M 0.03%
62,926
+9,980
652
$3.32M 0.03%
109,552
+9,349
653
$3.32M 0.03%
13,806
+425
654
$3.31M 0.03%
26,628
-23,910
655
$3.31M 0.03%
11,008
-10,740
656
$3.31M 0.03%
48,873
-19,139
657
$3.3M 0.03%
2,206
+159
658
$3.3M 0.03%
136,247
+50,941
659
$3.29M 0.03%
51,988
-93,444
660
$3.29M 0.03%
117,563
+4,246
661
$3.29M 0.03%
28,743
-14,995
662
$3.29M 0.03%
7,521
-1,210
663
$3.29M 0.03%
125,079
+21,405
664
$3.29M 0.03%
+73,614
665
$3.29M 0.03%
249,641
+209,722
666
$3.27M 0.03%
17,155
+807
667
$3.25M 0.03%
30,496
+28,509
668
$3.23M 0.03%
43,151
+182
669
$3.23M 0.03%
177,987
+38,660
670
$3.22M 0.03%
95,958
-132,557
671
$3.21M 0.03%
83,014
-5,065
672
$3.2M 0.03%
163,402
+98,324
673
$3.2M 0.03%
19,990
+11,614
674
$3.19M 0.03%
95,541
-39,653
675
$3.19M 0.03%
129,205
+9,462
25 26
27
28 29