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
676
$2.8M 0.03%
4,847
+2,844
677
$2.79M 0.03%
118,512
-2,128
678
$2.78M 0.03%
24,114
+5,941
679
$2.78M 0.03%
+24,922
680
$2.76M 0.03%
38,262
+9,085
681
$2.76M 0.03%
79,466
+6,938
682
$2.76M 0.03%
57,807
+2,886
683
$2.75M 0.03%
15,956
-25,702
684
$2.75M 0.03%
21,537
+1,136
685
$2.73M 0.03%
44,442
+3,454
686
$2.73M 0.03%
95,009
-1,654
687
$2.72M 0.03%
66,924
-133,671
688
$2.72M 0.03%
48,544
+20,468
689
$2.71M 0.03%
+99,085
690
$2.7M 0.03%
255,468
-4,434
691
$2.69M 0.03%
143,887
+3,736
692
$2.68M 0.03%
20,910
-20,037
693
$2.68M 0.03%
65,564
+3,796
694
$2.67M 0.03%
69,232
+5,110
695
$2.66M 0.03%
227,053
+12,224
696
$2.66M 0.03%
8,204
+1,066
697
$2.66M 0.03%
217,820
+19,467
698
$2.64M 0.03%
5,972
+45
699
$2.63M 0.03%
13,343
+7,640
700
$2.63M 0.03%
62,702
-24,904
26 27
28
29 30