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
976
$1.35M 0.02%
24,617
+2,071
977
$1.35M 0.02%
64,259
+5,784
978
$1.34M 0.02%
10,689
-1,366
979
$1.34M 0.02%
113,024
+10,080
980
$1.34M 0.02%
220,647
-11,399
981
$1.34M 0.02%
13,646
+654
982
$1.34M 0.02%
123,724
-15,473
983
$1.33M 0.02%
13,906
-1,610
984
$1.33M 0.02%
212,467
+12,194
985
$1.33M 0.02%
30,799
-103,207
986
$1.33M 0.02%
9,545
+4,858
987
$1.33M 0.02%
139,456
+12,188
988
$1.33M 0.02%
+10,474
989
$1.32M 0.02%
13,095
+973
990
$1.32M 0.02%
46,603
+35,186
991
$1.32M 0.01%
15,414
+2,336
992
$1.32M 0.01%
6,968
-957
993
$1.31M 0.01%
13,511
+1,072
994
$1.31M 0.01%
14,323
-1,656
995
$1.3M 0.01%
6,902
+599
996
$1.29M 0.01%
28,787
-47,774
997
$1.29M 0.01%
431,101
+25,885
998
$1.29M 0.01%
464,963
+27,337
999
$1.28M 0.01%
198,496
+17,331
1000
$1.28M 0.01%
16,098
+11,420
38 39
40
41 42