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
1376
$428K ﹤0.01%
105,470
+8,832
1377
$427K ﹤0.01%
+2,901
1378
$426K ﹤0.01%
5,271
+652
1379
$423K ﹤0.01%
3,343
-33
1380
$423K ﹤0.01%
14,223
+6,731
1381
$423K ﹤0.01%
11,398
-172
1382
$421K ﹤0.01%
22,907
-1,029
1383
$420K ﹤0.01%
39,919
-106,932
1384
$413K ﹤0.01%
7,932
-851
1385
$412K ﹤0.01%
+13,688
1386
$412K ﹤0.01%
20,579
-206,387
1387
$409K ﹤0.01%
3,103
+16
1388
$406K ﹤0.01%
4,783
-10,595
1389
$406K ﹤0.01%
7,235
+1,068
1390
$406K ﹤0.01%
+9,414
1391
$405K ﹤0.01%
4,628
+57
1392
$404K ﹤0.01%
+2,348
1393
$402K ﹤0.01%
114,922
+10,995
1394
$401K ﹤0.01%
8,744
-7,618
1395
$401K ﹤0.01%
30,857
+451
1396
$399K ﹤0.01%
6,778
-4,230
1397
$399K ﹤0.01%
13,954
+4,366
1398
$398K ﹤0.01%
5,902
-821
1399
$398K ﹤0.01%
26,506
+2,454
1400
$397K ﹤0.01%
30,797
-6,550
54 55
56
57 58