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
826
$2.36M 0.02%
+84,110
827
$2.36M 0.02%
8,618
+1,392
828
$2.36M 0.02%
36,710
+3,945
829
$2.34M 0.02%
1,225
+61
830
$2.34M 0.02%
155,843
+56,444
831
$2.33M 0.02%
8,952
+2,256
832
$2.33M 0.02%
129,603
-22,593
833
$2.33M 0.02%
+34,608
834
$2.32M 0.02%
+369,241
835
$2.32M 0.02%
14,138
+2,097
836
$2.32M 0.02%
17,225
-52
837
$2.32M 0.02%
12,386
+3,732
838
$2.32M 0.02%
37,271
+16,120
839
$2.31M 0.02%
13,846
+1,048
840
$2.3M 0.02%
84,513
+9,621
841
$2.3M 0.02%
39,551
-30,681
842
$2.29M 0.02%
139,767
+40,491
843
$2.29M 0.02%
141,008
+37,978
844
$2.29M 0.02%
75,267
+8,481
845
$2.29M 0.02%
19,126
+4,858
846
$2.28M 0.02%
109,871
-34,016
847
$2.28M 0.02%
727,269
+84,004
848
$2.28M 0.02%
119,019
+507
849
$2.28M 0.02%
571,729
+65,877
850
$2.28M 0.02%
+70,412
32 33
34
35 36