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
1101
$930K 0.01%
2,759
+364
1102
$927K 0.01%
51,800
+4,472
1103
$924K 0.01%
+33,912
1104
$921K 0.01%
15,318
-12,957
1105
$914K 0.01%
59,773
+13,515
1106
$909K 0.01%
3,485
+290
1107
$907K 0.01%
1,771
+219
1108
$903K 0.01%
97,809
+8,331
1109
$902K 0.01%
30,968
+421
1110
$902K 0.01%
10,250
+6,517
1111
$901K 0.01%
44,011
+7,655
1112
$900K 0.01%
29,010
+2,461
1113
$895K 0.01%
6,812
+25
1114
$893K 0.01%
697,424
+52,122
1115
$892K 0.01%
+6,196
1116
$890K 0.01%
6,992
-1,927
1117
$889K 0.01%
9,766
+232
1118
$887K 0.01%
77,427
+12,345
1119
$883K 0.01%
58,416
-184,119
1120
$881K 0.01%
1,604
+196
1121
$880K 0.01%
63,669
-188,274
1122
$879K 0.01%
109,118
+6,312
1123
$879K 0.01%
5,435
+548
1124
$879K 0.01%
14,951
+1,310
1125
$876K 0.01%
8,638
+110
43 44
45
46 47