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
776
$1.26M 0.02%
17,787
+1,111
777
$1.26M 0.02%
+51,852
778
$1.26M 0.02%
121,988
+8,640
779
$1.26M 0.02%
6,391
+795
780
$1.26M 0.02%
5,371
+932
781
$1.25M 0.02%
293,209
+113,980
782
$1.25M 0.02%
86,455
+6,120
783
$1.25M 0.02%
111,894
+7,920
784
$1.24M 0.02%
143,095
+10,260
785
$1.24M 0.02%
51,704
+3,600
786
$1.24M 0.02%
12,275
+7,444
787
$1.24M 0.02%
77,788
+5,580
788
$1.24M 0.02%
10,543
+1,199
789
$1.23M 0.02%
125,872
+22,217
790
$1.23M 0.02%
28,450
+11,327
791
$1.22M 0.02%
216,763
+15,480
792
$1.22M 0.02%
61,043
+6,187
793
$1.22M 0.02%
63,100
+4,500
794
$1.22M 0.02%
21,297
+10,210
795
$1.21M 0.02%
6,803
+5,627
796
$1.21M 0.02%
8,720
+874
797
$1.2M 0.02%
+64,202
798
$1.2M 0.02%
25,394
-241,979
799
$1.2M 0.02%
51,093
+19,361
800
$1.19M 0.02%
32,777
+2,340
30 31
32
33 34