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
51
$29.2M 0.3%
123,313
+69,781
52
$29.1M 0.29%
410,142
+115,902
53
$28.7M 0.29%
303,696
-52,124
54
$27.9M 0.28%
225,172
-41,288
55
$27.8M 0.28%
171,944
+21,985
56
$26.5M 0.27%
76,424
+24,049
57
$26.4M 0.27%
93,460
-2,935
58
$25.7M 0.26%
74,553
-14,476
59
$25.7M 0.26%
119,624
+101,458
60
$24.8M 0.25%
+74,653
61
$24.7M 0.25%
81,388
+27,106
62
$24.7M 0.25%
181,508
-52,746
63
$24.5M 0.25%
215,521
-215,373
64
$24.3M 0.24%
1,025,473
+382,371
65
$24.1M 0.24%
256,591
+41,972
66
$23.7M 0.24%
236,031
+207,128
67
$23.6M 0.24%
78,388
-5,849
68
$23.6M 0.24%
281,156
+31,513
69
$23.5M 0.24%
140,607
+23,202
70
$23.4M 0.24%
81,254
-346
71
$23.1M 0.23%
138,134
+21,172
72
$22.8M 0.23%
344,335
+86,003
73
$22.7M 0.23%
440,196
+90,590
74
$22.7M 0.23%
679,661
+54,181
75
$22.6M 0.23%
80,999
+23,754
1 2
3
4 5