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
901
$1.68M 0.02%
1,200,139
+746,265
902
$1.67M 0.02%
53,574
+93
903
$1.67M 0.02%
192,650
+13,522
904
$1.67M 0.02%
13,757
-18,445
905
$1.66M 0.02%
58,565
-6,652
906
$1.66M 0.02%
7,174
-784
907
$1.66M 0.02%
75,433
-5,709
908
$1.65M 0.02%
73,611
+16,276
909
$1.65M 0.02%
19,010
-1,371
910
$1.64M 0.02%
70,751
+6,216
911
$1.64M 0.02%
108,057
+9,767
912
$1.64M 0.02%
24,455
-8,516
913
$1.63M 0.02%
54,262
+4,718
914
$1.62M 0.02%
383,278
+29,400
915
$1.62M 0.02%
17,709
+12,937
916
$1.61M 0.02%
40,910
+2,088
917
$1.59M 0.02%
49,826
-22,623
918
$1.59M 0.02%
23,431
-530
919
$1.59M 0.02%
14,195
-5,135
920
$1.59M 0.02%
121,062
-3,184
921
$1.58M 0.02%
409,562
+37,531
922
$1.57M 0.02%
+115,222
923
$1.57M 0.02%
103,030
+82,673
924
$1.57M 0.02%
+23,454
925
$1.57M 0.02%
21,834
+5,571
35 36
37
38 39