EF

Empowered Funds Portfolio holdings

AUM $9.9B
1-Year Est. Return 22.33%
This Quarter Est. Return
1 Year Est. Return
+22.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.78B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,488
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$54.4M
3
+$51.2M
4
AAPL icon
Apple
AAPL
+$35M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$34.7M

Top Sells

1
+$64M
2
+$51.8M
3
+$44.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$41M
5
VT icon
Vanguard Total World Stock ETF
VT
+$38.1M

Sector Composition

1 Technology 15.53%
2 Energy 14.36%
3 Financials 11.45%
4 Consumer Discretionary 11.14%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$505K 0.01%
7,772
+5,399
1052
$502K 0.01%
35,886
+2,520
1053
$501K 0.01%
4,337
+801
1054
$500K 0.01%
33,136
+2,340
1055
$497K 0.01%
2,280
-34,510
1056
$497K 0.01%
94,945
-37,540
1057
$493K 0.01%
17,604
+1,260
1058
$492K 0.01%
4,188
-4,013
1059
$491K 0.01%
4,804
-4,006
1060
$490K 0.01%
+6,180
1061
$487K 0.01%
+10,548
1062
$486K 0.01%
22,877
+1,620
1063
$485K 0.01%
+14,666
1064
$484K 0.01%
+5,880
1065
$483K 0.01%
+21,201
1066
$481K 0.01%
5,376
-8,394
1067
$481K 0.01%
+17,725
1068
$478K 0.01%
+21,252
1069
$475K 0.01%
18,704
+1,260
1070
$475K 0.01%
40,836
+2,880
1071
$474K 0.01%
2,897
+883
1072
$472K 0.01%
338
+69
1073
$468K 0.01%
+9,530
1074
$468K 0.01%
8,216
+540
1075
$463K 0.01%
94,403
+6,660
41 42
43
44 45