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
$320M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.8M
3
+$10.7M
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$9.64M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$9.21M

Top Sells

1
+$7.11M
2
+$5.45M
3
+$5.31M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$4.45M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.44M

Sector Composition

1 Technology 15.02%
2 Healthcare 11.44%
3 Consumer Discretionary 11.33%
4 Industrials 9.83%
5 Consumer Staples 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.22M 0.38%
+1,205
102
$1.21M 0.38%
+14,690
103
$1.21M 0.38%
+11,676
104
$1.2M 0.38%
4,382
-1,524
105
$879K 0.27%
17,545
+11,785
106
– –
-19,985
107
– –
-6,120
108
– –
-63,508
109
– –
-9,975
110
– –
-8,736
111
– –
-124,919
112
– –
-10,335
113
– –
-64,507
114
– –
-21,398
115
– –
-89,546
116
– –
-4,609
117
– –
-97,104
118
– –
-20,099
119
– –
-85,465
120
– –
-686
121
– –
-15,765
122
– –
-2,580
123
– –
-2,337
124
– –
-55,136
125
– –
-139,409
3 4
5
6 7