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
801
$1.19M 0.02%
24,539
+1,839
802
$1.19M 0.02%
35,486
+2,520
803
$1.19M 0.02%
36,016
+2,520
804
$1.19M 0.02%
7,797
+559
805
$1.19M 0.02%
23,784
+941
806
$1.18M 0.02%
5,300
-1,695
807
$1.18M 0.02%
+6,449
808
$1.17M 0.02%
13,068
-103,130
809
$1.17M 0.02%
29,030
+2,053
810
$1.16M 0.02%
40,977
+6,943
811
$1.16M 0.02%
76,455
+5,400
812
$1.15M 0.02%
87,622
+6,300
813
$1.15M 0.02%
2,227
-122
814
$1.15M 0.02%
42,777
+3,060
815
$1.14M 0.02%
5,142
+153
816
$1.14M 0.02%
28,489
+1,980
817
$1.14M 0.02%
39,639
+2,700
818
$1.14M 0.02%
79,036
+5,040
819
$1.14M 0.02%
108,066
+7,740
820
$1.13M 0.02%
4,297
-4,814
821
$1.12M 0.02%
19,541
-10,954
822
$1.12M 0.02%
3,869
+3,124
823
$1.12M 0.02%
353,540
+25,380
824
$1.12M 0.02%
41,489
+2,880
825
$1.11M 0.02%
21,254
+359
31 32
33
34 35