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
1076
$982K 0.01%
42,768
-99,447
1077
$981K 0.01%
1,829
+291
1078
$980K 0.01%
9,896
+908
1079
$979K 0.01%
32,686
+266
1080
$979K 0.01%
+46,461
1081
$979K 0.01%
136,711
+11,731
1082
$977K 0.01%
5,785
+1
1083
$976K 0.01%
+15,735
1084
$975K 0.01%
27,047
+2,298
1085
$973K 0.01%
23,300
+2,435
1086
$968K 0.01%
33,721
+3,020
1087
$966K 0.01%
13,174
-4,718
1088
$963K 0.01%
93,512
+1,331
1089
$962K 0.01%
+19,749
1090
$960K 0.01%
49,495
-845
1091
$957K 0.01%
+22,635
1092
$951K 0.01%
28,768
-41,033
1093
$947K 0.01%
9,923
+639
1094
$947K 0.01%
51,052
-58,876
1095
$945K 0.01%
5,428
-30,854
1096
$943K 0.01%
+28,743
1097
$933K 0.01%
28,058
+8,283
1098
$933K 0.01%
45,637
-104,173
1099
$931K 0.01%
10,956
+451
1100
$930K 0.01%
2,853
-3,048
42 43
44
45 46