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
101
$18.8M 0.19%
133,787
-21,411
102
$18.7M 0.19%
1,088,551
+214,036
103
$18.2M 0.18%
106,444
+32,762
104
$17.9M 0.18%
29,139
+11,561
105
$17.9M 0.18%
575,517
-70,875
106
$17.8M 0.18%
+108,123
107
$17.7M 0.18%
717,079
+56,111
108
$17.5M 0.18%
130,496
+29,020
109
$16.6M 0.17%
17,186
+2,557
110
$16.6M 0.17%
163,829
+98,338
111
$16.6M 0.17%
149,751
-70,378
112
$16.6M 0.17%
+190,270
113
$16.5M 0.17%
21,750
+2,671
114
$16.5M 0.17%
66,963
-12,717
115
$16.4M 0.17%
104,575
+25,923
116
$16.3M 0.16%
166,646
+84,768
117
$16.3M 0.16%
142,093
+35,699
118
$16.3M 0.16%
638,374
+205,558
119
$16.2M 0.16%
111,399
+5,939
120
$16.2M 0.16%
160,371
+86,614
121
$16.2M 0.16%
57,263
-45,635
122
$16.1M 0.16%
168,470
+96,122
123
$15.8M 0.16%
58,248
+2,175
124
$15.7M 0.16%
626,794
-507,525
125
$15.7M 0.16%
144,086
-15,836
3 4
5
6 7