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
751
$2.33M 0.03%
46,763
+34,750
752
$2.33M 0.03%
69,773
+5,151
753
$2.33M 0.03%
65,229
+4,606
754
$2.32M 0.03%
1,164
+748
755
$2.32M 0.03%
104,732
+7,468
756
$2.32M 0.03%
31,532
-2,458
757
$2.32M 0.03%
431,925
+30,980
758
$2.31M 0.03%
339,198
+19,605
759
$2.31M 0.03%
93,781
+8,373
760
$2.31M 0.03%
32,765
+4,727
761
$2.3M 0.03%
42,928
+3,008
762
$2.3M 0.03%
142,447
-1,755
763
$2.29M 0.03%
1,738,264
-30,776
764
$2.29M 0.03%
633,303
+25,131
765
$2.29M 0.03%
633,238
+57,009
766
$2.28M 0.03%
214,775
+12,346
767
$2.28M 0.03%
+85,291
768
$2.28M 0.03%
206,949
+18,430
769
$2.28M 0.03%
76,720
+2,472
770
$2.27M 0.03%
152,196
+10,561
771
$2.25M 0.03%
35,966
+9,646
772
$2.23M 0.03%
207,152
+8,233
773
$2.23M 0.03%
618,352
+44,772
774
$2.23M 0.03%
+92,801
775
$2.2M 0.02%
111,185
+90,809
29 30
31
32 33