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
1326
$490K 0.01%
+34,800
1327
$490K 0.01%
11,353
+1,917
1328
$488K 0.01%
174,454
+14,769
1329
$488K 0.01%
1,888
+77
1330
$486K 0.01%
31,168
+2,417
1331
$486K 0.01%
+2,535
1332
$484K 0.01%
+3,042
1333
$484K 0.01%
1,387
+261
1334
$481K 0.01%
20,890
+213
1335
$480K 0.01%
8,583
-364
1336
$480K 0.01%
21,477
-28,920
1337
$478K 0.01%
+2,138
1338
$478K 0.01%
7,462
-15,288
1339
$477K 0.01%
31,392
+2,749
1340
$477K 0.01%
6,878
+90
1341
$475K 0.01%
+74,607
1342
$475K 0.01%
2,813
-39,730
1343
$474K 0.01%
+4,054
1344
$473K 0.01%
11,023
+1,908
1345
$472K 0.01%
+10,835
1346
$471K 0.01%
+8,415
1347
$470K 0.01%
15,342
+4,159
1348
$470K 0.01%
7,496
+1,792
1349
$470K 0.01%
5,671
+654
1350
$466K 0.01%
55,392
-7,217
52 53
54
55 56