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
1251
$598K 0.01%
241,281
+21,665
1252
$597K 0.01%
5,910
+1,359
1253
$596K 0.01%
2,507
-28,365
1254
$591K 0.01%
8,550
-8,302
1255
$591K 0.01%
11,454
-6,157
1256
$588K 0.01%
115,308
+6,850
1257
$585K 0.01%
182,903
+13,674
1258
$584K 0.01%
17,222
-1,944
1259
$583K 0.01%
44,974
-574,704
1260
$582K 0.01%
1,950
+199
1261
$581K 0.01%
8,611
+1,122
1262
$581K 0.01%
+6,318
1263
$579K 0.01%
15,749
+2,338
1264
$577K 0.01%
41,856
+3,798
1265
$574K 0.01%
3,998
+2,228
1266
$574K 0.01%
34,241
+5,353
1267
$571K 0.01%
5,946
-649
1268
$571K 0.01%
+3,468
1269
$570K 0.01%
+5,477
1270
$569K 0.01%
5,449
+1,432
1271
$567K 0.01%
+36,387
1272
$564K 0.01%
7,074
-60
1273
$563K 0.01%
3,831
+1,323
1274
$563K 0.01%
22,685
1275
$562K 0.01%
8,291
+3,646
49 50
51
52 53