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
876
$1.79M 0.02%
17,455
+1,011
877
$1.79M 0.02%
5,699
+37
878
$1.79M 0.02%
14,171
-3,967
879
$1.79M 0.02%
+12,487
880
$1.78M 0.02%
95,982
+8,368
881
$1.78M 0.02%
164,206
+16,446
882
$1.78M 0.02%
87,399
+37,956
883
$1.78M 0.02%
8,471
+7,184
884
$1.78M 0.02%
63,017
+5,512
885
$1.78M 0.02%
+41,677
886
$1.77M 0.02%
22,092
+695
887
$1.77M 0.02%
62,330
+13,084
888
$1.77M 0.02%
31,294
+291
889
$1.76M 0.02%
75,710
+6,652
890
$1.76M 0.02%
115,104
+6,727
891
$1.74M 0.02%
+40,980
892
$1.73M 0.02%
99,628
+8,903
893
$1.72M 0.02%
107,986
+9,779
894
$1.72M 0.02%
60,836
+5,386
895
$1.71M 0.02%
108,206
+83,993
896
$1.69M 0.02%
643,265
+421,326
897
$1.69M 0.02%
+7,645
898
$1.69M 0.02%
216,713
+110,889
899
$1.69M 0.02%
147,145
+13,322
900
$1.68M 0.02%
18,220
+1,372
34 35
36
37 38