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
776
$2.65M 0.03%
10,834
+7,802
777
$2.65M 0.03%
16,254
+11,776
778
$2.64M 0.03%
69,146
-385
779
$2.64M 0.03%
470,567
+54,408
780
$2.64M 0.03%
18,824
+8,135
781
$2.64M 0.03%
82,615
-3,162
782
$2.63M 0.03%
96,310
+1,437
783
$2.62M 0.03%
708,954
+81,892
784
$2.6M 0.03%
218,678
-26,023
785
$2.59M 0.03%
+71,169
786
$2.58M 0.03%
17,656
+4,493
787
$2.58M 0.03%
42,664
-1,854
788
$2.58M 0.03%
492,435
-43,657
789
$2.57M 0.03%
103,651
+54,663
790
$2.54M 0.03%
27,309
-72,389
791
$2.54M 0.03%
56,852
+6,378
792
$2.53M 0.03%
13,974
+1,895
793
$2.52M 0.03%
130,200
-33,533
794
$2.52M 0.03%
222,818
-116,380
795
$2.51M 0.03%
3,932
+2,103
796
$2.51M 0.03%
895,223
-55,528
797
$2.51M 0.03%
46,261
-1,342,995
798
$2.5M 0.03%
113,996
+12,994
799
$2.5M 0.03%
209,002
+44,796
800
$2.5M 0.03%
122,847
-664,762
30 31
32
33 34