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
926
$1.97M 0.02%
14,969
+1,530
927
$1.96M 0.02%
19,121
-3,598
928
$1.96M 0.02%
166,271
+19,126
929
$1.96M 0.02%
234,493
+27,244
930
$1.96M 0.02%
3,921
+342
931
$1.95M 0.02%
4,285
+1,432
932
$1.95M 0.02%
50,077
-1,084
933
$1.94M 0.02%
25,524
-15,782
934
$1.94M 0.02%
+9,315
935
$1.94M 0.02%
18,414
+364
936
$1.93M 0.02%
18,703
+483
937
$1.93M 0.02%
244,870
+28,157
938
$1.92M 0.02%
+61,814
939
$1.92M 0.02%
63,965
+58,139
940
$1.92M 0.02%
419,985
+48,587
941
$1.92M 0.02%
433,253
+49,975
942
$1.91M 0.02%
388,811
-81,511
943
$1.91M 0.02%
33,217
-123,940
944
$1.9M 0.02%
+13,867
945
$1.9M 0.02%
330,266
+176,917
946
$1.9M 0.02%
10,733
+1,272
947
$1.89M 0.02%
21,125
-620
948
$1.89M 0.02%
235,934
+26,754
949
$1.89M 0.02%
11,726
+8,913
950
$1.89M 0.02%
295,971
+85,744
36 37
38
39 40