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
76
$22.4M 0.23%
265,890
-45,095
77
$22.1M 0.22%
160,342
+127,839
78
$21.8M 0.22%
113,289
-87,310
79
$21.8M 0.22%
133,097
+75,748
80
$21.3M 0.21%
60,252
+37,982
81
$21.1M 0.21%
+367,480
82
$21.1M 0.21%
248,829
+119,237
83
$20.8M 0.21%
64,471
-23,958
84
$20.7M 0.21%
25,988
+11,523
85
$20.4M 0.21%
40,851
-7,524
86
$20.3M 0.21%
357,151
-9,823
87
$20.1M 0.2%
96,186
+10,918
88
$19.8M 0.2%
138,400
+14,428
89
$19.7M 0.2%
35,087
+25,687
90
$19.7M 0.2%
503,003
+263,181
91
$19.7M 0.2%
185,378
+57,112
92
$19.7M 0.2%
451,922
+30,180
93
$19.6M 0.2%
560,066
-23,043
94
$19.4M 0.2%
105,758
+24,886
95
$19.2M 0.19%
93,680
-21,561
96
$19.2M 0.19%
222,451
-20,173
97
$19.1M 0.19%
50,996
+10,923
98
$19M 0.19%
133,502
+12,859
99
$18.9M 0.19%
39,687
-36,246
100
$18.9M 0.19%
347,360
-568
2 3
4
5 6