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
1026
$1.17M 0.01%
18,801
+1,580
1027
$1.17M 0.01%
18,353
+2,204
1028
$1.15M 0.01%
20,335
+2,764
1029
$1.15M 0.01%
8,177
-42,413
1030
$1.14M 0.01%
18,839
-24,028
1031
$1.14M 0.01%
+9,033
1032
$1.14M 0.01%
50,510
+7,107
1033
$1.14M 0.01%
58,791
+763
1034
$1.14M 0.01%
65,973
+5,642
1035
$1.13M 0.01%
40,758
+3,532
1036
$1.12M 0.01%
136,756
+11,843
1037
$1.12M 0.01%
61,276
+5,351
1038
$1.11M 0.01%
479,619
+9,154
1039
$1.11M 0.01%
89,356
-420,199
1040
$1.11M 0.01%
38,661
+11,056
1041
$1.1M 0.01%
566,587
+192,817
1042
$1.1M 0.01%
93,472
+31,709
1043
$1.1M 0.01%
51,045
+1,492
1044
$1.09M 0.01%
+125,604
1045
$1.09M 0.01%
+9,960
1046
$1.09M 0.01%
+27,987
1047
$1.09M 0.01%
3,704
+518
1048
$1.09M 0.01%
21,636
+11,963
1049
$1.08M 0.01%
16,483
-19,864
1050
$1.07M 0.01%
117,585
-2,135
40 41
42
43 44