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
1126
$1.18M 0.01%
8,408
-2,066
1127
$1.17M 0.01%
37,264
+4,316
1128
$1.17M 0.01%
69,064
+7,788
1129
$1.17M 0.01%
6,784
+1,742
1130
$1.17M 0.01%
300,791
+34,994
1131
$1.16M 0.01%
13,792
+4,395
1132
$1.16M 0.01%
48,565
+200
1133
$1.15M 0.01%
13,940
+4,056
1134
$1.15M 0.01%
76,366
+23,276
1135
$1.15M 0.01%
+12,023
1136
$1.15M 0.01%
151,758
+660
1137
$1.14M 0.01%
49,831
+10,536
1138
$1.14M 0.01%
522,579
+154,154
1139
$1.13M 0.01%
+14,726
1140
$1.13M 0.01%
+27,841
1141
$1.13M 0.01%
11,654
+5,336
1142
$1.12M 0.01%
22,800
+966
1143
$1.11M 0.01%
164,054
+29,854
1144
$1.11M 0.01%
+13,949
1145
$1.1M 0.01%
41,070
+10,730
1146
$1.1M 0.01%
38,058
+4,337
1147
$1.1M 0.01%
350,721
+39,620
1148
$1.1M 0.01%
24,792
+2,715
1149
$1.1M 0.01%
66,269
+25,277
1150
$1.09M 0.01%
40,128
-111,963
44 45
46
47 48