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
1226
$657K 0.01%
8,211
+1,092
1227
$655K 0.01%
51,966
+4,346
1228
$648K 0.01%
6,161
+1,564
1229
$647K 0.01%
34,219
-110
1230
$643K 0.01%
56,134
+26,315
1231
$642K 0.01%
28,096
+2,321
1232
$642K 0.01%
21,725
+236
1233
$641K 0.01%
4,160
+1,043
1234
$640K 0.01%
+63,909
1235
$635K 0.01%
2,703
+662
1236
$632K 0.01%
53,858
+832
1237
$629K 0.01%
+1,634
1238
$625K 0.01%
9,891
+1,518
1239
$625K 0.01%
1,122
-448
1240
$624K 0.01%
30,608
-369,026
1241
$623K 0.01%
6,486
+231
1242
$622K 0.01%
311,101
+28,052
1243
$620K 0.01%
58,562
+3,243
1244
$612K 0.01%
111,261
+9,867
1245
$611K 0.01%
+75,270
1246
$611K 0.01%
8,035
+1,012
1247
$610K 0.01%
27,051
+2,288
1248
$609K 0.01%
64,949
+5,464
1249
$603K 0.01%
3,413
+1,159
1250
$602K 0.01%
172,602
+15,433
48 49
50
51 52