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
851
$2.28M 0.02%
157,857
+64,385
852
$2.27M 0.02%
+40,188
853
$2.27M 0.02%
233,641
+26,692
854
$2.26M 0.02%
46,312
+5,248
855
$2.26M 0.02%
41,615
+4,677
856
$2.26M 0.02%
143,076
+629
857
$2.25M 0.02%
73,661
+8,432
858
$2.25M 0.02%
36,757
+21,806
859
$2.25M 0.02%
77,567
+8,885
860
$2.25M 0.02%
95,803
-3,566
861
$2.24M 0.02%
+28,033
862
$2.24M 0.02%
223,544
+25,684
863
$2.24M 0.02%
193,555
+22,367
864
$2.24M 0.02%
46,027
+5,237
865
$2.24M 0.02%
+47,220
866
$2.24M 0.02%
98,180
+57,430
867
$2.24M 0.02%
29,254
+14,705
868
$2.23M 0.02%
592,094
-75,829
869
$2.22M 0.02%
23,045
+5,590
870
$2.22M 0.02%
14,916
-7,233
871
$2.22M 0.02%
22,516
-2,406
872
$2.22M 0.02%
60,201
+6,812
873
$2.21M 0.02%
89,108
+73,687
874
$2.21M 0.02%
224,633
-5,054
875
$2.21M 0.02%
313,406
-13,555
33 34
35
36 37