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
1101
$1.27M 0.01%
15,892
+11,361
1102
$1.27M 0.01%
9,043
+700
1103
$1.26M 0.01%
123,984
+18,942
1104
$1.26M 0.01%
54,131
-4,660
1105
$1.26M 0.01%
1,992
+388
1106
$1.25M 0.01%
64,628
-35,000
1107
$1.25M 0.01%
16,193
-2,817
1108
$1.25M 0.01%
+275,996
1109
$1.25M 0.01%
59,819
+25,019
1110
$1.24M 0.01%
217,013
+33,154
1111
$1.24M 0.01%
18,396
+1,834
1112
$1.23M 0.01%
87,378
+10,166
1113
$1.23M 0.01%
41,306
+4,673
1114
$1.23M 0.01%
64,856
+7,129
1115
$1.22M 0.01%
36,840
+2,303
1116
$1.22M 0.01%
64,203
+7,141
1117
$1.22M 0.01%
12,171
-103,199
1118
$1.21M 0.01%
+16,535
1119
$1.21M 0.01%
279,159
+22,363
1120
$1.21M 0.01%
34,245
+22,397
1121
$1.2M 0.01%
515,010
+35,391
1122
$1.2M 0.01%
32,576
+3,566
1123
$1.19M 0.01%
+10,200
1124
$1.19M 0.01%
7,103
+1,675
1125
$1.19M 0.01%
24,081
-160,066
43 44
45
46 47