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
1001
$1.65M 0.02%
69,161
-4,450
1002
$1.65M 0.02%
4,778
+2,205
1003
$1.65M 0.02%
1,255,791
+55,652
1004
$1.64M 0.02%
34,474
-1,996
1005
$1.64M 0.02%
54,183
-13,589
1006
$1.64M 0.02%
21,556
+9,968
1007
$1.63M 0.02%
58,966
+47,633
1008
$1.63M 0.02%
5,645
+1,941
1009
$1.63M 0.02%
33,467
-256,484
1010
$1.62M 0.02%
63,061
+30,375
1011
$1.62M 0.02%
97,225
+11,024
1012
$1.62M 0.02%
79,555
+8,804
1013
$1.61M 0.02%
37,948
+655
1014
$1.61M 0.02%
21,300
+7,505
1015
$1.6M 0.02%
6,311
+4,423
1016
$1.6M 0.02%
+34,443
1017
$1.59M 0.02%
346,313
-55,666
1018
$1.59M 0.02%
8,356
-9,254
1019
$1.58M 0.02%
158,806
+83,536
1020
$1.58M 0.02%
24,770
-4,548
1021
$1.57M 0.02%
59,402
+21,236
1022
$1.57M 0.02%
22,113
+569
1023
$1.55M 0.02%
11,132
+5,772
1024
$1.55M 0.02%
34,396
-23,411
1025
$1.54M 0.02%
8,053
-60,531
39 40
41
42 43