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
1176
$761K 0.01%
3,921
+525
1177
$758K 0.01%
+4,020
1178
$758K 0.01%
12,410
+3,629
1179
$757K 0.01%
+14,549
1180
$756K 0.01%
9,397
+1,456
1181
$754K 0.01%
17,758
+1,513
1182
$753K 0.01%
210,262
-741,663
1183
$752K 0.01%
3,704
-985
1184
$749K 0.01%
2,887
+364
1185
$746K 0.01%
5,360
-552
1186
$745K 0.01%
11,289
+3,765
1187
$744K 0.01%
44,874
+4,012
1188
$742K 0.01%
+64,983
1189
$740K 0.01%
53,090
+6,154
1190
$739K 0.01%
32,375
+520
1191
$735K 0.01%
21,962
+210
1192
$730K 0.01%
+108,726
1193
$728K 0.01%
10,804
-119
1194
$727K 0.01%
5,610
-17,398
1195
$724K 0.01%
4,913
+1
1196
$724K 0.01%
+8,421
1197
$723K 0.01%
3,032
-4,607
1198
$717K 0.01%
8,150
-59,404
1199
$714K 0.01%
26,929
1200
$711K 0.01%
2,024
+324
46 47
48
49 50