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
926
$1.57M 0.02%
371,398
+33,354
927
$1.57M 0.02%
47,361
+4,186
928
$1.57M 0.02%
+21,544
929
$1.56M 0.02%
99,276
+21,181
930
$1.55M 0.02%
29,318
-44,049
931
$1.55M 0.02%
100,292
+5,153
932
$1.55M 0.02%
14,268
+2,626
933
$1.54M 0.02%
20,288
+2,280
934
$1.52M 0.02%
46,562
+3,958
935
$1.52M 0.02%
13,920
+9,484
936
$1.51M 0.02%
4,952
-8,334
937
$1.5M 0.02%
23,085
+5,591
938
$1.5M 0.02%
54,231
+29,786
939
$1.5M 0.02%
3,143
+2,588
940
$1.49M 0.02%
51,161
+4,310
941
$1.49M 0.02%
+9,461
942
$1.49M 0.02%
8,654
+677
943
$1.49M 0.02%
49,207
-8,293
944
$1.49M 0.02%
416,159
+37,098
945
$1.49M 0.02%
151,098
+290
946
$1.48M 0.02%
33,804
+5,488
947
$1.48M 0.02%
129,220
+78,871
948
$1.48M 0.02%
20,237
-37,667
949
$1.48M 0.02%
8,203
+1,019
950
$1.47M 0.02%
207,249
+12,122
36 37
38
39 40