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
1401
$505K 0.01%
29,989
-21,616
1402
$504K 0.01%
8,784
+201
1403
$504K 0.01%
37,758
+5,597
1404
$501K 0.01%
1,740
+207
1405
$500K 0.01%
+7,513
1406
$500K 0.01%
3,329
+287
1407
$499K 0.01%
4,128
+74
1408
$499K 0.01%
33,433
+8,917
1409
$497K 0.01%
213,188
+4,743
1410
$496K 0.01%
2,274
-4,628
1411
$494K 0.01%
6,648
+746
1412
$493K 0.01%
19,401
+2,283
1413
$490K ﹤0.01%
5,381
+598
1414
$489K ﹤0.01%
1,863
+84
1415
$488K ﹤0.01%
5,172
+599
1416
$480K ﹤0.01%
124,128
+8,820
1417
$480K ﹤0.01%
14,278
-9,022
1418
$479K ﹤0.01%
172,893
+21,246
1419
$479K ﹤0.01%
3,554
+382
1420
$478K ﹤0.01%
15,007
+52
1421
$478K ﹤0.01%
+11,220
1422
$477K ﹤0.01%
3,442
-10,315
1423
$475K ﹤0.01%
6,438
+742
1424
$472K ﹤0.01%
7,144
+1,369
1425
$471K ﹤0.01%
5,579
-16,513
55 56
57
58 59