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
1051
$1.05M 0.01%
8,343
+1,289
1052
$1.04M 0.01%
39,295
-74,707
1053
$1.04M 0.01%
15,265
+1,455
1054
$1.04M 0.01%
3,125
-4,180
1055
$1.04M 0.01%
41,921
+6,609
1056
$1.03M 0.01%
33,833
-108
1057
$1.03M 0.01%
265,797
+15,295
1058
$1.02M 0.01%
+33,914
1059
$1.02M 0.01%
16,562
+1,344
1060
$1.02M 0.01%
11,681
+3,235
1061
$1.02M 0.01%
189,846
+11,077
1062
$1.02M 0.01%
+169,194
1063
$1.02M 0.01%
51,605
-337,261
1064
$1.02M 0.01%
34,499
-47,712
1065
$1.01M 0.01%
48,365
+84
1066
$1.01M 0.01%
3,081
+2,133
1067
$1.01M 0.01%
58,227
-277
1068
$1M 0.01%
11,899
+1,796
1069
$1M 0.01%
340,654
+24,541
1070
$997K 0.01%
+28,987
1071
$996K 0.01%
35,431
+4,994
1072
$991K 0.01%
4,991
-14,406
1073
$990K 0.01%
76,911
+6,886
1074
$984K 0.01%
34,537
+537
1075
$983K 0.01%
34,082
+73
41 42
43
44 45