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
1401
$397K ﹤0.01%
1,401
+186
1402
$394K ﹤0.01%
2,521
-314
1403
$394K ﹤0.01%
12,686
+126
1404
$391K ﹤0.01%
+2,737
1405
$390K ﹤0.01%
+4,531
1406
$389K ﹤0.01%
1,779
+168
1407
$389K ﹤0.01%
47,326
+1,278
1408
$389K ﹤0.01%
+6,209
1409
$387K ﹤0.01%
2,254
+4
1410
$387K ﹤0.01%
+28,948
1411
$386K ﹤0.01%
+5,696
1412
$385K ﹤0.01%
27,998
-26,562
1413
$384K ﹤0.01%
159,542
+95,415
1414
$383K ﹤0.01%
+82,398
1415
$383K ﹤0.01%
20,950
-1,904
1416
$381K ﹤0.01%
+3,172
1417
$381K ﹤0.01%
8,440
-949
1418
$381K ﹤0.01%
4,662
-38
1419
$378K ﹤0.01%
171,238
+7,602
1420
$378K ﹤0.01%
43,547
+3,154
1421
$377K ﹤0.01%
99,875
+8,995
1422
$376K ﹤0.01%
8,133
+131
1423
$376K ﹤0.01%
2,567
+245
1424
$375K ﹤0.01%
+29,979
1425
$375K ﹤0.01%
6,641
+214
55 56
57
58 59