EF

Empowered Funds Portfolio holdings

AUM $9.9B
1-Year Est. Return 22.33%
This Quarter Est. Return
1 Year Est. Return
+22.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.78B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$54.4M
3
+$51.2M
4
AAPL icon
Apple
AAPL
+$35M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$34.7M

Top Sells

1
+$64M
2
+$51.8M
3
+$44.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$41M
5
VT icon
Vanguard Total World Stock ETF
VT
+$38.1M

Sector Composition

1 Technology 15.53%
2 Energy 14.36%
3 Financials 11.45%
4 Consumer Discretionary 11.14%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.38M 0.02%
82,595
+5,940
752
$1.37M 0.02%
55,059
+3,960
753
$1.37M 0.02%
9,975
+1,266
754
$1.36M 0.02%
112,925
+8,000
755
$1.36M 0.02%
16,580
+3,340
756
$1.35M 0.02%
113,018
+8,100
757
$1.35M 0.02%
13,785
+1,385
758
$1.35M 0.02%
9,620
-16,461
759
$1.34M 0.02%
+72,572
760
$1.34M 0.02%
8,335
+639
761
$1.34M 0.02%
65,472
+4,680
762
$1.33M 0.02%
135,284
+9,720
763
$1.32M 0.02%
13,176
+987
764
$1.32M 0.02%
65,478
-67,675
765
$1.31M 0.02%
105,766
+7,560
766
$1.3M 0.02%
20,000
+1,440
767
$1.3M 0.02%
48,076
+1,511
768
$1.3M 0.02%
28,592
+1,980
769
$1.3M 0.02%
8,702
+1,074
770
$1.29M 0.02%
11,097
+4,207
771
$1.29M 0.02%
57,166
+3,960
772
$1.28M 0.02%
15,752
+5,579
773
$1.27M 0.02%
8,548
+621
774
$1.27M 0.02%
48,030
+3,420
775
$1.27M 0.02%
8,374
+4,614
29 30
31
32 33