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
1201
$709K 0.01%
54,576
-187
1202
$708K 0.01%
17,142
+1,429
1203
$707K 0.01%
6,889
+1,161
1204
$704K 0.01%
58,316
+5,172
1205
$699K 0.01%
4,608
+1,832
1206
$698K 0.01%
18,605
+1,207
1207
$698K 0.01%
194,882
+17,216
1208
$698K 0.01%
2,904
+601
1209
$697K 0.01%
+45,675
1210
$695K 0.01%
25,524
-424
1211
$695K 0.01%
38,166
+5,040
1212
$690K 0.01%
10,794
-134
1213
$688K 0.01%
22,723
+1,941
1214
$682K 0.01%
41,195
+2,072
1215
$682K 0.01%
20,414
-294
1216
$676K 0.01%
851,065
+67,637
1217
$674K 0.01%
4,812
-49
1218
$674K 0.01%
7,369
+688
1219
$673K 0.01%
22,127
+3,374
1220
$673K 0.01%
16,354
+2,490
1221
$672K 0.01%
164,805
+8,547
1222
$663K 0.01%
3,256
+533
1223
$659K 0.01%
+5,808
1224
$658K 0.01%
+133,214
1225
$658K 0.01%
12,775
+2,440
47 48
49
50 51