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
1251
$772K 0.01%
3,711
-3,463
1252
$772K 0.01%
65,860
+7,544
1253
$769K 0.01%
3,505
-3,463
1254
$769K 0.01%
4,916
+308
1255
$765K 0.01%
31,494
+3,398
1256
$765K 0.01%
12,024
+2,593
1257
$764K 0.01%
112,165
+12,290
1258
$763K 0.01%
54,828
+252
1259
$763K 0.01%
12,984
+6,343
1260
$761K 0.01%
+53,277
1261
$759K 0.01%
43,936
+9,695
1262
$758K 0.01%
+32,551
1263
$749K 0.01%
+13,902
1264
$749K 0.01%
28,749
-95,495
1265
$744K 0.01%
21,450
-30,058
1266
$741K 0.01%
12,359
-1,971,153
1267
$728K 0.01%
407
+18
1268
$727K 0.01%
3,216
+681
1269
$726K 0.01%
10,932
-10,704
1270
$725K 0.01%
+51,631
1271
$725K 0.01%
+3,700
1272
$723K 0.01%
15,584
-44,566
1273
$722K 0.01%
+38,163
1274
$717K 0.01%
+3,308
1275
$714K 0.01%
219,834
+24,952
49 50
51
52 53