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
1001
$1.28M 0.01%
14,264
-310
1002
$1.27M 0.01%
91,790
+8,199
1003
$1.26M 0.01%
11,224
+502
1004
$1.26M 0.01%
21,151
-34,092
1005
$1.26M 0.01%
+4,011
1006
$1.26M 0.01%
48,988
+2,939
1007
$1.24M 0.01%
33,545
+6,222
1008
$1.24M 0.01%
+57,727
1009
$1.24M 0.01%
23,504
-124,306
1010
$1.23M 0.01%
17,621
-13,345
1011
$1.23M 0.01%
+40,836
1012
$1.22M 0.01%
256,796
+23,525
1013
$1.22M 0.01%
13,108
+389
1014
$1.21M 0.01%
30,719
+2,640
1015
$1.2M 0.01%
20,980
+2,951
1016
$1.2M 0.01%
4,119
+2,113
1017
$1.2M 0.01%
63,234
+26,808
1018
$1.2M 0.01%
+134,200
1019
$1.19M 0.01%
+17,461
1020
$1.18M 0.01%
184,970
+16,438
1021
$1.18M 0.01%
2,440
+185
1022
$1.18M 0.01%
34,015
+541
1023
$1.18M 0.01%
24,244
+350
1024
$1.17M 0.01%
9,213
+990
1025
$1.17M 0.01%
14,392
-256
39 40
41
42 43