EF
Empowered Funds Portfolio holdings
AUM
$9.9B
1-Year Est. Return
22.33%
1 Year Est. Return
+22.33%
AUM
$9.9B
AUM Growth
+$1.07B
(+12%)
Holding
1,971
Top Buys
| 1 | +$75.6M | |
| 2 | +$49.3M | |
| 3 | +$44.4M | |
| 4 |
Lam Research
LRCX
|
+$39M |
| 5 |
Amazon
AMZN
|
+$37.8M |
Top Sells
| 1 | +$118M | |
| 2 | +$112M | |
| 3 | +$99.9M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$72.8M |
| 5 |
Avantis International Small Cap Value ETF
AVDV
|
+$52.1M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 14.22% |
| 3 | Consumer Discretionary | 11.33% |
| 4 | Industrials | 10.23% |
| 5 | Energy | 8.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Salesforce
CRM
$236B
| $29.2M | 0.3% |
123,313
+69,781
|
|
||
52
Synchrony
SYF
$29B
| $29.1M | 0.29% |
410,142
+115,902
|
|
||
53
ConocoPhillips
COP
$115B
| $28.7M | 0.29% |
303,696
-52,124
|
|
||
54
Amphenol
APH
$171B
| $27.9M | 0.28% |
225,172
-41,288
|
|
||
55
NRG Energy
NRG
$32.5B
| $27.8M | 0.28% |
171,944
+21,985
|
|
||
56
Snap-on
SNA
$18B
| $26.5M | 0.27% |
76,424
+24,049
|
|
||
57
IBM
IBM
$288B
| $26.4M | 0.27% |
93,460
-2,935
|
|
||
58
UnitedHealth
UNH
$302B
| $25.7M | 0.26% |
74,553
-14,476
|
|
||
59
Allstate
ALL
$54B
| $25.7M | 0.26% |
119,624
+101,458
|
|
||
60
iShares S&P 100 ETF
OEF
$29B
| $24.8M | 0.25% |
+74,653
|
|
||
61
McDonald's
MCD
$220B
| $24.7M | 0.25% |
81,388
+27,106
|
|
||
62
Phillips 66
PSX
$56.2B
| $24.7M | 0.25% |
181,508
-52,746
|
|
||
63
Alpha Architect 1-3 Month Box ETF
BOXX
$9.03B
| $24.5M | 0.25% |
215,521
-215,373
|
|
||
64
Coterra Energy
CTRA
$20.8B
| $24.3M | 0.24% |
1,025,473
+382,371
|
|
||
65
Cal-Maine
CALM
$4.14B
| $24.1M | 0.24% |
256,591
+41,972
|
|
||
66
iShares 0-3 Month Treasury Bond ETF
SGOV
$64.4B
| $23.7M | 0.24% |
236,031
+207,128
|
|
||
67
GE Aerospace
GE
$308B
| $23.6M | 0.24% |
78,388
-5,849
|
|
||
68
Wells Fargo
WFC
$283B
| $23.6M | 0.24% |
281,156
+31,513
|
|
||
69
Micron Technology
MU
$254B
| $23.5M | 0.24% |
140,607
+23,202
|
|
||
70
Cigna
CI
$71.7B
| $23.4M | 0.24% |
81,254
-346
|
|
||
71
RTX Corp
RTX
$230B
| $23.1M | 0.23% |
138,134
+21,172
|
|
||
72
Coca-Cola
KO
$303B
| $22.8M | 0.23% |
344,335
+86,003
|
|
||
73
Bank of America
BAC
$395B
| $22.7M | 0.23% |
440,196
+90,590
|
|
||
74
Clear Secure
YOU
$3.22B
| $22.7M | 0.23% |
679,661
+54,181
|
|
||
75
TSMC
TSM
$1.52T
| $22.6M | 0.23% |
80,999
+23,754
|
|