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
701
$3.03M 0.03%
195,248
+14,553
702
$3.02M 0.03%
116,802
+12,070
703
$3.02M 0.03%
36,630
-14,106
704
$3M 0.03%
86,499
+25,068
705
$3M 0.03%
138,398
-35,134
706
$2.98M 0.03%
49,986
+5,544
707
$2.98M 0.03%
44,249
+8,283
708
$2.98M 0.03%
30,977
+10,084
709
$2.98M 0.03%
40,171
+12,983
710
$2.98M 0.03%
+191,420
711
$2.97M 0.03%
36,774
+11,535
712
$2.96M 0.03%
65,864
+5,522
713
$2.96M 0.03%
392,438
+252,982
714
$2.96M 0.03%
488,435
+56,510
715
$2.96M 0.03%
208,098
+10,190
716
$2.95M 0.03%
40,007
+6,786
717
$2.95M 0.03%
72,564
+7,000
718
$2.95M 0.03%
246,088
+28,268
719
$2.95M 0.03%
72,938
-24,717
720
$2.94M 0.03%
32,896
+12,608
721
$2.94M 0.03%
9,841
+219
722
$2.93M 0.03%
87,180
+4,854
723
$2.92M 0.03%
24,790
+676
724
$2.92M 0.03%
+49,209
725
$2.92M 0.03%
27,014
+2,510
27 28
29
30 31