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
751
$2.8M 0.03%
27,829
-58,633
752
$2.79M 0.03%
+58,672
753
$2.78M 0.03%
90,354
+23,606
754
$2.78M 0.03%
65,520
+36,777
755
$2.76M 0.03%
205,890
+90,668
756
$2.75M 0.03%
19,338
+5,371
757
$2.75M 0.03%
20,421
+2,441
758
$2.74M 0.03%
20,857
-31,346
759
$2.73M 0.03%
32,708
-81,364
760
$2.71M 0.03%
6,285
+598
761
$2.71M 0.03%
26,132
+6,168
762
$2.71M 0.03%
41,516
+3,254
763
$2.71M 0.03%
23,629
+339
764
$2.71M 0.03%
48,410
+5,482
765
$2.71M 0.03%
609,478
-23,760
766
$2.7M 0.03%
14,259
+766
767
$2.7M 0.03%
217,576
+24,926
768
$2.69M 0.03%
84,403
+74,869
769
$2.69M 0.03%
29,438
+19,542
770
$2.69M 0.03%
96,149
-5,660
771
$2.68M 0.03%
43,705
+1,198
772
$2.67M 0.03%
8,273
+2,353
773
$2.66M 0.03%
21,256
-71,002
774
$2.66M 0.03%
71,068
+1,836
775
$2.65M 0.03%
157,151
-51,895
29 30
31
32 33