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
776
$2.2M 0.02%
81,667
+10,732
777
$2.19M 0.02%
484,225
+19,366
778
$2.19M 0.02%
22,719
-5,266
779
$2.19M 0.02%
228,088
+19,988
780
$2.19M 0.02%
1,863
+554
781
$2.18M 0.02%
66,786
+2,748
782
$2.17M 0.02%
52,946
+4,577
783
$2.17M 0.02%
8,254
+616
784
$2.16M 0.02%
75,078
+6,647
785
$2.16M 0.02%
12,137
+10,180
786
$2.15M 0.02%
+21,745
787
$2.14M 0.02%
19,964
+2,274
788
$2.14M 0.02%
54,090
-952
789
$2.14M 0.02%
8,740
+6,396
790
$2.14M 0.02%
72,755
-5,782
791
$2.14M 0.02%
23,780
+8,943
792
$2.12M 0.02%
53,389
+4,688
793
$2.12M 0.02%
37,835
-84,493
794
$2.12M 0.02%
+44,258
795
$2.12M 0.02%
10,056
+210
796
$2.12M 0.02%
+87,624
797
$2.12M 0.02%
25,014
+4,868
798
$2.1M 0.02%
49,111
+3,455
799
$2.1M 0.02%
171,188
+9,006
800
$2.09M 0.02%
15,528
-949
30 31
32
33 34