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
1151
$1.09M 0.01%
5,514
+1,593
1152
$1.09M 0.01%
207,500
+24,597
1153
$1.09M 0.01%
3,790
-4,464
1154
$1.09M 0.01%
7,253
+441
1155
$1.08M 0.01%
33,976
+143
1156
$1.08M 0.01%
8,946
+6,119
1157
$1.08M 0.01%
729,222
+31,798
1158
$1.07M 0.01%
64,236
+51,826
1159
$1.07M 0.01%
+6,192
1160
$1.07M 0.01%
2,513
+73
1161
$1.06M 0.01%
2,991
-1,961
1162
$1.06M 0.01%
179,536
-41,111
1163
$1.06M 0.01%
4,557
+546
1164
$1.05M 0.01%
34,212
+130
1165
$1.05M 0.01%
959,791
+108,726
1166
$1.05M 0.01%
97,544
+4,032
1167
$1.04M 0.01%
60,959
+2,732
1168
$1.04M 0.01%
123,441
+14,323
1169
$1.04M 0.01%
64,585
+3,514
1170
$1.03M 0.01%
50,316
+5,442
1171
$1.03M 0.01%
22,977
+342
1172
$1.03M 0.01%
33,050
+2,082
1173
$1.03M 0.01%
195,338
+22,736
1174
$1.02M 0.01%
+93,698
1175
$1.02M 0.01%
7,209
+2,296
45 46
47
48 49