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
101
$17.1M 0.19%
116,962
+34,619
102
$17M 0.19%
123,972
+12,472
103
$16.8M 0.19%
80,872
+1,318
104
$16.7M 0.19%
71,795
+26,237
105
$16.6M 0.19%
85,268
+80,125
106
$16.6M 0.19%
223,705
+54,295
107
$16.6M 0.19%
242,624
+107,612
108
$16.5M 0.19%
349,606
+52,766
109
$16.3M 0.19%
+169,763
110
$16.3M 0.18%
643,102
+49,152
111
$16.3M 0.18%
52,375
+24,182
112
$15.9M 0.18%
54,282
-6,128
113
$15.9M 0.18%
874,515
+468,695
114
$15.8M 0.18%
48,222
+27,099
115
$15.2M 0.17%
165,569
+69,495
116
$15.2M 0.17%
18,345
+16,317
117
$15.1M 0.17%
64,761
+59,958
118
$15M 0.17%
128,266
+60,068
119
$14.9M 0.17%
60,256
+22,318
120
$14.7M 0.17%
139,713
-5,357
121
$14.6M 0.17%
53,532
+19,974
122
$14.6M 0.16%
159,922
+51,297
123
$14.5M 0.16%
117,405
+50,801
124
$14.3M 0.16%
40,073
+30,671
125
$14.2M 0.16%
53,065
+24,155
3 4
5
6 7