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
701
$2.63M 0.03%
101,809
+3,330
702
$2.61M 0.03%
462,108
+26,729
703
$2.6M 0.03%
35,136
+6,288
704
$2.6M 0.03%
112,597
+6,279
705
$2.6M 0.03%
+111,007
706
$2.58M 0.03%
536,092
+38,467
707
$2.58M 0.03%
26,646
-7,303
708
$2.58M 0.03%
41,970
-4,818
709
$2.56M 0.03%
5,687
+1,188
710
$2.56M 0.03%
+84,966
711
$2.56M 0.03%
92,988
+20,090
712
$2.56M 0.03%
+17,980
713
$2.54M 0.03%
38,761
-7,361
714
$2.53M 0.03%
968
+208
715
$2.53M 0.03%
121,991
+1,215
716
$2.52M 0.03%
99,369
-8,899
717
$2.51M 0.03%
+42,606
718
$2.51M 0.03%
950,751
+86,561
719
$2.51M 0.03%
19,390
+10,712
720
$2.5M 0.03%
+49,768
721
$2.5M 0.03%
44,518
-5,555
722
$2.49M 0.03%
+37,031
723
$2.49M 0.03%
24,504
+9,639
724
$2.48M 0.03%
78,866
-508
725
$2.47M 0.03%
21,442
-2,211
27 28
29
30 31