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
901
$2.1M 0.02%
125,404
+14,219
902
$2.09M 0.02%
30,612
+3,129
903
$2.09M 0.02%
12,503
+16
904
$2.09M 0.02%
63,941
+7,380
905
$2.08M 0.02%
148,364
-2,651
906
$2.08M 0.02%
15,362
+9,752
907
$2.07M 0.02%
41,611
+34,761
908
$2.07M 0.02%
20,586
+12,240
909
$2.07M 0.02%
51,769
-883
910
$2.07M 0.02%
+31,937
911
$2.06M 0.02%
320,347
+187,133
912
$2.06M 0.02%
72,394
-361
913
$2.05M 0.02%
5,419
-3,072
914
$2.05M 0.02%
94,972
+7,573
915
$2.05M 0.02%
319,263
-142,845
916
$2.05M 0.02%
31,016
+16,624
917
$2.04M 0.02%
71,062
+8,045
918
$2.03M 0.02%
166,725
+66,601
919
$2.02M 0.02%
15,480
-16,490
920
$2.01M 0.02%
395,690
-15,489
921
$2M 0.02%
6,137
-4,932
922
$2M 0.02%
9,898
-51,948
923
$2M 0.02%
52,576
+6,014
924
$1.99M 0.02%
+215,223
925
$1.98M 0.02%
240,518
+28,051
35 36
37
38 39