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
1026
$1.54M 0.02%
98,722
+6,932
1027
$1.54M 0.02%
33,450
-565
1028
$1.53M 0.02%
+35,641
1029
$1.52M 0.02%
38,092
-2,818
1030
$1.52M 0.02%
73,806
-5,660
1031
$1.51M 0.02%
18,093
+472
1032
$1.51M 0.02%
21,208
+2,855
1033
$1.51M 0.02%
37,636
-49,988
1034
$1.51M 0.02%
10,504
+4,501
1035
$1.51M 0.02%
54,655
+26,788
1036
$1.5M 0.02%
49,780
+2,419
1037
$1.5M 0.02%
54,271
-10,746
1038
$1.49M 0.02%
4,631
+1,550
1039
$1.49M 0.02%
18,692
+14,680
1040
$1.49M 0.02%
28,534
+16,124
1041
$1.48M 0.02%
5,895
-3,463
1042
$1.48M 0.02%
2,528
+757
1043
$1.48M 0.02%
+52,983
1044
$1.48M 0.01%
68,771
-27,211
1045
$1.48M 0.01%
19,846
+2,385
1046
$1.47M 0.01%
20,347
-6,790
1047
$1.47M 0.01%
71,511
-4,199
1048
$1.47M 0.01%
223,791
+25,295
1049
$1.47M 0.01%
9,206
+5,502
1050
$1.47M 0.01%
17,582
+5,683
40 41
42
43 44