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
1351
$459K 0.01%
11,797
-1,103
1352
$459K 0.01%
389,190
+33,654
1353
$459K 0.01%
+40,992
1354
$457K 0.01%
29,498
+414
1355
$455K 0.01%
27,317
+2,203
1356
$454K 0.01%
13,833
+509
1357
$453K 0.01%
+368,425
1358
$453K 0.01%
4,573
+731
1359
$450K 0.01%
1,562
-283
1360
$450K 0.01%
+18,955
1361
$448K 0.01%
1,972
-1,872
1362
$445K 0.01%
+7,355
1363
$445K 0.01%
2,582
+84
1364
$444K 0.01%
6,568
-297
1365
$443K 0.01%
+1,807
1366
$442K 0.01%
2,983
+221
1367
$441K 0.01%
+3,352
1368
$439K 0.01%
2,801
+17
1369
$437K 0.01%
32,494
+14,835
1370
$436K ﹤0.01%
+3,144
1371
$435K ﹤0.01%
+18,229
1372
$433K ﹤0.01%
6,945
-43,773
1373
$431K ﹤0.01%
17,118
+1,438
1374
$431K ﹤0.01%
+4,337
1375
$429K ﹤0.01%
+6,180
53 54
55
56 57