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
801
$2.09M 0.02%
33,221
-13,848
802
$2.08M 0.02%
42,507
+3,279
803
$2.08M 0.02%
+18,834
804
$2.08M 0.02%
+87,740
805
$2.07M 0.02%
169,684
+6,870
806
$2.06M 0.02%
54,933
+513
807
$2.06M 0.02%
101,002
+8,817
808
$2.05M 0.02%
65,017
-5,171
809
$2.05M 0.02%
18,050
-8,304
810
$2.05M 0.02%
13,163
+1,870
811
$2.05M 0.02%
+66,748
812
$2.03M 0.02%
3,579
+471
813
$2.03M 0.02%
12,376
+1,724
814
$2.03M 0.02%
+25,239
815
$2.03M 0.02%
104,838
+9,384
816
$2.02M 0.02%
209,180
+18,666
817
$2.02M 0.02%
27,137
+22,690
818
$2.01M 0.02%
24,970
+2,125
819
$2.01M 0.02%
40,790
+139
820
$2.01M 0.02%
326,961
+5,224
821
$2.01M 0.02%
52,652
+4,623
822
$2M 0.02%
61,454
+55,491
823
$2M 0.02%
+27,188
824
$1.99M 0.02%
+20,893
825
$1.99M 0.02%
18,863
-28,793
31 32
33
34 35