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
1201
$943K 0.01%
82,708
+5,797
1202
$939K 0.01%
+3,616
1203
$936K 0.01%
11,174
+924
1204
$931K 0.01%
3,126
+1,564
1205
$931K 0.01%
13,793
-9,292
1206
$920K 0.01%
1,967
+845
1207
$920K 0.01%
10,846
+42
1208
$912K 0.01%
24,536
+7,314
1209
$909K 0.01%
3,545
+658
1210
$909K 0.01%
2,676
-690
1211
$905K 0.01%
15,146
-48,258
1212
$903K 0.01%
39,643
+21,186
1213
$902K 0.01%
18,494
+736
1214
$899K 0.01%
12,360
+5,415
1215
$893K 0.01%
+38,342
1216
$892K 0.01%
+20,784
1217
$888K 0.01%
46,021
+2,963
1218
$885K 0.01%
33,136
+5,373
1219
$876K 0.01%
5,132
+972
1220
$870K 0.01%
24,386
-386,603
1221
$863K 0.01%
12,829
+1,148
1222
$858K 0.01%
6,067
-4,368
1223
$857K 0.01%
10,336
-5,762
1224
$855K 0.01%
34,747
+4,139
1225
$853K 0.01%
16,063
+10,338
47 48
49
50 51