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
801
$2.49M 0.03%
+156,521
802
$2.49M 0.03%
+45,732
803
$2.49M 0.03%
77,798
-1,068
804
$2.49M 0.03%
618,486
+134
805
$2.48M 0.03%
64,076
+1,746
806
$2.48M 0.03%
46,590
-18,196
807
$2.48M 0.03%
+49,741
808
$2.48M 0.03%
+32,541
809
$2.46M 0.02%
129,789
+14,685
810
$2.46M 0.02%
28,430
-11,688
811
$2.45M 0.02%
62,386
+50,589
812
$2.44M 0.02%
7,539
-16,560
813
$2.43M 0.02%
+39,952
814
$2.42M 0.02%
86,581
+1,290
815
$2.42M 0.02%
+28,052
816
$2.41M 0.02%
+62,415
817
$2.4M 0.02%
182,707
-44,346
818
$2.4M 0.02%
101,448
+7,667
819
$2.4M 0.02%
84,662
+9,584
820
$2.39M 0.02%
8,824
+2,324
821
$2.38M 0.02%
103,514
-9,083
822
$2.37M 0.02%
61,970
+14,102
823
$2.37M 0.02%
56,643
+1,710
824
$2.36M 0.02%
21,497
+2,634
825
$2.36M 0.02%
25,774
+2,021
31 32
33
34 35