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
826
$1.99M 0.02%
56,561
+4,970
827
$1.98M 0.02%
401,979
+28,714
828
$1.96M 0.02%
5,493
+650
829
$1.96M 0.02%
65,697
-234
830
$1.95M 0.02%
+85,112
831
$1.95M 0.02%
85,306
+7,530
832
$1.95M 0.02%
79,466
+19,985
833
$1.95M 0.02%
7,226
+1,633
834
$1.95M 0.02%
99,932
+8,845
835
$1.94M 0.02%
60,822
+4,404
836
$1.94M 0.02%
+37,293
837
$1.94M 0.02%
67,772
+28,977
838
$1.93M 0.02%
41,064
+3,608
839
$1.93M 0.02%
411,179
+29,260
840
$1.92M 0.02%
74,892
+51
841
$1.91M 0.02%
47,190
+4,147
842
$1.91M 0.02%
36,938
+3,189
843
$1.9M 0.02%
+70,230
844
$1.89M 0.02%
55,138
+11,641
845
$1.89M 0.02%
75,231
+52,368
846
$1.89M 0.02%
23,168
+5,211
847
$1.89M 0.02%
10,769
-2,765
848
$1.89M 0.02%
34,227
-19,953
849
$1.88M 0.02%
51,508
-2,668
850
$1.88M 0.02%
7,051
+916
32 33
34
35 36