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
1301
$670K 0.01%
6,285
+375
1302
$668K 0.01%
2,906
+865
1303
$665K 0.01%
18,221
+8,402
1304
$664K 0.01%
+47,978
1305
$661K 0.01%
39,368
+151
1306
$659K 0.01%
45,965
+290
1307
$657K 0.01%
25,216
+8,404
1308
$656K 0.01%
57,756
+3,898
1309
$650K 0.01%
+14,758
1310
$648K 0.01%
120,718
+9,457
1311
$648K 0.01%
+87,450
1312
$646K 0.01%
+4,687
1313
$643K 0.01%
3,595
+794
1314
$641K 0.01%
4,253
+840
1315
$641K 0.01%
4,776
+778
1316
$640K 0.01%
73,819
+8,870
1317
$637K 0.01%
19,806
-18,039
1318
$637K 0.01%
22,615
-2,909
1319
$636K 0.01%
20,492
+78
1320
$635K 0.01%
184,585
+22,001
1321
$635K 0.01%
119,561
+81,269
1322
$633K 0.01%
13,822
+576
1323
$633K 0.01%
16,304
+555
1324
$632K 0.01%
63,794
+6,846
1325
$629K 0.01%
2,195
+461
51 52
53
54 55