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
1301
$521K 0.01%
+4,085
1302
$520K 0.01%
6,858
+955
1303
$519K 0.01%
14,955
+230
1304
$518K 0.01%
+11,754
1305
$517K 0.01%
16,812
-1,528
1306
$515K 0.01%
+153,349
1307
$513K 0.01%
32,098
-118,306
1308
$512K 0.01%
+261,429
1309
$509K 0.01%
24,516
-2,228
1310
$509K 0.01%
1,533
+198
1311
$509K 0.01%
56,948
+23,749
1312
$506K 0.01%
+36,044
1313
$506K 0.01%
5,326
-2,813
1314
$505K 0.01%
11,295
+2,457
1315
$503K 0.01%
22,012
+1,911
1316
$500K 0.01%
+6,928
1317
$499K 0.01%
+40,984
1318
$499K 0.01%
2,469
-1,731
1319
$499K 0.01%
5,517
+878
1320
$498K 0.01%
57,541
+1,933
1321
$497K 0.01%
7,264
+1,712
1322
$496K 0.01%
1,608
+167
1323
$496K 0.01%
2,933
-816
1324
$493K 0.01%
+1,719
1325
$493K 0.01%
+183,859
51 52
53
54 55