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
851
$1.88M 0.02%
13,967
+3,654
852
$1.87M 0.02%
21,632
+19,426
853
$1.87M 0.02%
188,467
+16,601
854
$1.87M 0.02%
97,197
+8,547
855
$1.86M 0.02%
45,320
-984
856
$1.86M 0.02%
129,469
+11,664
857
$1.85M 0.02%
36,505
-5,066
858
$1.85M 0.02%
+61,431
859
$1.84M 0.02%
470,322
+27,775
860
$1.84M 0.02%
+84,808
861
$1.84M 0.02%
229,687
+11,599
862
$1.83M 0.02%
50,474
+4,430
863
$1.83M 0.02%
6,695
+500
864
$1.83M 0.02%
6,696
+891
865
$1.83M 0.02%
47,868
-34,422
866
$1.82M 0.02%
6,500
+882
867
$1.82M 0.02%
41,075
+2,103
868
$1.82M 0.02%
39,861
+31,210
869
$1.82M 0.02%
10,513
-2,689
870
$1.81M 0.02%
+20,221
871
$1.81M 0.02%
505,852
+45,338
872
$1.81M 0.02%
90,216
-1,598
873
$1.8M 0.02%
151,015
+13,240
874
$1.8M 0.02%
3,139
+2,410
875
$1.79M 0.02%
183,035
-3,139
33 34
35
36 37