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
1126
$872K 0.01%
11,854
+1,400
1127
$870K 0.01%
+6,003
1128
$870K 0.01%
52,797
+4,855
1129
$869K 0.01%
28,624
-498
1130
$864K 0.01%
71,782
+6,663
1131
$863K 0.01%
65,078
+54,956
1132
$861K 0.01%
+105,042
1133
$861K 0.01%
17,567
+8,052
1134
$855K 0.01%
11,588
-1,599
1135
$854K 0.01%
5,422
-4,306
1136
$853K 0.01%
12,439
+3,064
1137
$851K 0.01%
27,867
+2,384
1138
$846K 0.01%
+27,799
1139
$843K 0.01%
61,071
-302
1140
$841K 0.01%
57,072
-10,835
1141
$838K 0.01%
8,346
-632
1142
$837K 0.01%
57,602
+5,225
1143
$834K 0.01%
8,085
+2,209
1144
$833K 0.01%
+5,299
1145
$832K 0.01%
+40,750
1146
$827K 0.01%
77,212
+6,955
1147
$825K 0.01%
32,948
+1,690
1148
$822K 0.01%
43,058
+589
1149
$822K 0.01%
9,884
+2,153
1150
$815K 0.01%
31,053
-496
44 45
46
47 48