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
951
$1.46M 0.02%
89,728
+2,869
952
$1.45M 0.02%
35,624
+3,562
953
$1.45M 0.02%
8,376
+2,179
954
$1.44M 0.02%
19,272
-34,456
955
$1.44M 0.02%
235,381
+20,744
956
$1.43M 0.02%
+13,439
957
$1.42M 0.02%
36,470
-14,218
958
$1.41M 0.02%
21,169
959
$1.41M 0.02%
39,240
+2,903
960
$1.41M 0.02%
41,828
-2,309
961
$1.4M 0.02%
+99,399
962
$1.39M 0.02%
67,112
+5,884
963
$1.39M 0.02%
43,771
-20,847
964
$1.38M 0.02%
+27,483
965
$1.38M 0.02%
10,435
+526
966
$1.38M 0.02%
9,409
+760
967
$1.37M 0.02%
7,881
+1,097
968
$1.37M 0.02%
+210,227
969
$1.37M 0.02%
+86,201
970
$1.37M 0.02%
11,160
+907
971
$1.37M 0.02%
4,354
+244
972
$1.36M 0.02%
37,845
+22,677
973
$1.36M 0.02%
+7,258
974
$1.35M 0.02%
12,041
+314
975
$1.35M 0.02%
68,682
+3,899
37 38
39
40 41