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
1326
$627K 0.01%
4,431
-1,004
1327
$624K 0.01%
8,736
+296
1328
$624K 0.01%
11,738
+443
1329
$621K 0.01%
23,559
+966
1330
$621K 0.01%
5,943
+494
1331
$617K 0.01%
5,684
-7,962
1332
$615K 0.01%
2,674
-26,190
1333
$613K 0.01%
20,422
+1,819
1334
$611K 0.01%
3,837
-16,480
1335
$610K 0.01%
3,004
+422
1336
$608K 0.01%
97,169
-39,575
1337
$606K 0.01%
3,722
-1,604
1338
$602K 0.01%
8,983
-19,075
1339
$602K 0.01%
1,951
-2,403
1340
$600K 0.01%
21,242
-885
1341
$598K 0.01%
64,120
+6,579
1342
$596K 0.01%
37,641
-18,493
1343
$596K 0.01%
28,607
-5,612
1344
$595K 0.01%
5,990
-5,234
1345
$595K 0.01%
17,239
+384
1346
$594K 0.01%
31,422
+10,472
1347
$593K 0.01%
6,413
-18,557
1348
$588K 0.01%
13,758
+2,004
1349
$584K 0.01%
4,397
-57,306
1350
$583K 0.01%
6,959
+2,996
52 53
54
55 56