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
1051
$1.46M 0.01%
83,371
+32,326
1052
$1.46M 0.01%
20,147
-4,308
1053
$1.46M 0.01%
51,415
+4,812
1054
$1.46M 0.01%
154,301
+17,545
1055
$1.45M 0.01%
44,476
+5,815
1056
$1.45M 0.01%
69,027
+4,768
1057
$1.45M 0.01%
7,611
+2,189
1058
$1.44M 0.01%
34,437
+3,718
1059
$1.44M 0.01%
127,464
+3,740
1060
$1.44M 0.01%
+16,654
1061
$1.42M 0.01%
41,932
-7,894
1062
$1.42M 0.01%
76,002
+8,890
1063
$1.42M 0.01%
19,258
+2,775
1064
$1.42M 0.01%
11,228
-25,475
1065
$1.42M 0.01%
102,286
+61,302
1066
$1.42M 0.01%
+197,936
1067
$1.41M 0.01%
20,787
+1,986
1068
$1.41M 0.01%
+79,812
1069
$1.41M 0.01%
30,347
+3,300
1070
$1.4M 0.01%
7,171
+1,654
1071
$1.4M 0.01%
26,543
+1,926
1072
$1.39M 0.01%
+10,534
1073
$1.39M 0.01%
74,187
+8,214
1074
$1.38M 0.01%
48,648
-1,862
1075
$1.38M 0.01%
42,819
+991
41 42
43
44 45