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
976
$1.76M 0.02%
21,416
+1,195
977
$1.76M 0.02%
129,141
+69,368
978
$1.76M 0.02%
127,348
+14,324
979
$1.76M 0.02%
90,606
+390
980
$1.75M 0.02%
10,507
+1,098
981
$1.75M 0.02%
12,123
-2,072
982
$1.74M 0.02%
89,290
+11,863
983
$1.74M 0.02%
16,190
+2,270
984
$1.74M 0.02%
15,093
-22,323
985
$1.73M 0.02%
21,411
+6,146
986
$1.72M 0.02%
21,006
+6,683
987
$1.72M 0.02%
32,511
+12,762
988
$1.71M 0.02%
+21,067
989
$1.71M 0.02%
31,750
+3,763
990
$1.71M 0.02%
19,946
-16,604
991
$1.71M 0.02%
28,560
+8,323
992
$1.7M 0.02%
4,867
+1,742
993
$1.68M 0.02%
+71,817
994
$1.68M 0.02%
121,880
+13,894
995
$1.67M 0.02%
67,454
+56,368
996
$1.67M 0.02%
55,278
+14,442
997
$1.66M 0.02%
21,148
+5,734
998
$1.66M 0.02%
+13,437
999
$1.66M 0.02%
49,800
-3,774
1000
$1.65M 0.02%
639,990
+73,403
38 39
40
41 42