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
1276
$560K 0.01%
18,603
+740
1277
$560K 0.01%
+844
1278
$559K 0.01%
18,457
+2,872
1279
$558K 0.01%
461,548
+36,985
1280
$557K 0.01%
9,431
+633
1281
$557K 0.01%
25,351
-2,304
1282
$555K 0.01%
11,282
+2,715
1283
$555K 0.01%
39,217
-694
1284
$552K 0.01%
3,048
+139
1285
$551K 0.01%
5,696
+3,113
1286
$548K 0.01%
1,579
+540
1287
$547K 0.01%
2,617
+562
1288
$543K 0.01%
16,610
-282
1289
$542K 0.01%
+6,334
1290
$541K 0.01%
27,763
+13,855
1291
$539K 0.01%
+21,458
1292
$537K 0.01%
6,751
+166
1293
$535K 0.01%
13,445
+3,277
1294
$533K 0.01%
13,246
+2,033
1295
$531K 0.01%
22,593
+3,441
1296
$531K 0.01%
52,920
+5,907
1297
$523K 0.01%
151,647
+12,764
1298
$523K 0.01%
7,203
+748
1299
$523K 0.01%
6,792
+1,310
1300
$522K 0.01%
9,501
-2,522
50 51
52
53 54