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
1351
$580K 0.01%
8,961
+350
1352
$578K 0.01%
24,677
+2,665
1353
$577K 0.01%
34,969
+3,801
1354
$574K 0.01%
+2,778
1355
$571K 0.01%
5,525
-25,105
1356
$571K 0.01%
3,917
+672
1357
$569K 0.01%
8,016
+1,088
1358
$566K 0.01%
11,815
-5,752
1359
$564K 0.01%
15,356
+8,345
1360
$564K 0.01%
32,815
-477,460
1361
$559K 0.01%
15,016
+1,571
1362
$558K 0.01%
23,978
-18,790
1363
$557K 0.01%
+2,335
1364
$556K 0.01%
+13,532
1365
$554K 0.01%
+16,086
1366
$554K 0.01%
1,786
-2,333
1367
$553K 0.01%
28,537
+2,031
1368
$551K 0.01%
40,311
+4,267
1369
$550K 0.01%
29,442
+15,808
1370
$549K 0.01%
7,240
+166
1371
$548K 0.01%
1,135
+568
1372
$548K 0.01%
6,256
+310
1373
$548K 0.01%
7,210
+1,820
1374
$548K 0.01%
7,367
-924
1375
$547K 0.01%
35,001
+3,609
53 54
55
56 57