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
726
$2.47M 0.03%
137,426
-49,667
727
$2.46M 0.03%
9,622
+5,576
728
$2.45M 0.03%
159,605
+9,170
729
$2.45M 0.03%
13,493
+3,832
730
$2.45M 0.03%
+53,253
731
$2.45M 0.03%
50,018
-3,287
732
$2.44M 0.03%
+94,873
733
$2.43M 0.03%
12,079
-59,714
734
$2.43M 0.03%
47,084
+38,209
735
$2.43M 0.03%
23,290
+6,592
736
$2.41M 0.03%
591,866
+24,076
737
$2.4M 0.03%
71,033
+5,324
738
$2.39M 0.03%
5,920
+1,486
739
$2.39M 0.03%
61,959
-4,803
740
$2.38M 0.03%
197,860
+7,720
741
$2.38M 0.03%
52,638
+2,576
742
$2.37M 0.03%
23,753
+16,217
743
$2.37M 0.03%
6,906
+670
744
$2.37M 0.03%
33,580
+579
745
$2.36M 0.03%
2,970
-80
746
$2.36M 0.03%
53,243
-291,316
747
$2.35M 0.03%
244,701
+9,714
748
$2.35M 0.03%
33,190
-5,650
749
$2.34M 0.03%
12,798
-2,208
750
$2.34M 0.03%
+20,653
28 29
30
31 32