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
1151
$814K 0.01%
57,062
+4,855
1152
$813K 0.01%
36,633
+1,961
1153
$810K 0.01%
340,492
+19,483
1154
$804K 0.01%
+30,340
1155
$800K 0.01%
+100,124
1156
$795K 0.01%
22,077
+815
1157
$795K 0.01%
107,725
+9,716
1158
$794K 0.01%
15,386
-29
1159
$794K 0.01%
67,300
+5,546
1160
$789K 0.01%
2,573
+173
1161
$788K 0.01%
5,458
-8,852
1162
$786K 0.01%
4,478
+2,832
1163
$784K 0.01%
110,179
+9,908
1164
$783K 0.01%
36,144
+9,202
1165
$778K 0.01%
18,953
-36,766
1166
$777K 0.01%
3,366
+28
1167
$776K 0.01%
1,734
+762
1168
$775K 0.01%
19,752
+293
1169
$775K 0.01%
5,377
+937
1170
$774K 0.01%
+162,584
1171
$773K 0.01%
136,744
-178,465
1172
$772K 0.01%
+5,991
1173
$771K 0.01%
5,042
+900
1174
$767K 0.01%
20,173
+1,536
1175
$761K 0.01%
389
-3
45 46
47
48 49