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
1426
$374K ﹤0.01%
4,084
+277
1427
$374K ﹤0.01%
7,278
-40,959
1428
$372K ﹤0.01%
6,157
-9
1429
$372K ﹤0.01%
5,390
+742
1430
$371K ﹤0.01%
4,859
+410
1431
$369K ﹤0.01%
13,733
+598
1432
$368K ﹤0.01%
25,127
-2,284
1433
$367K ﹤0.01%
+9,278
1434
$366K ﹤0.01%
11,848
-235,126
1435
$366K ﹤0.01%
28,571
+17,771
1436
$365K ﹤0.01%
+2,449
1437
$363K ﹤0.01%
14,824
-408,639
1438
$362K ﹤0.01%
+13,137
1439
$362K ﹤0.01%
3,454
+3
1440
$360K ﹤0.01%
+2,916
1441
$357K ﹤0.01%
7,450
+448
1442
$356K ﹤0.01%
2,117
-747
1443
$355K ﹤0.01%
1,204
-10,596
1444
$353K ﹤0.01%
175,870
+14,390
1445
$352K ﹤0.01%
5,679
-1,695
1446
$351K ﹤0.01%
80,223
-191,808
1447
$351K ﹤0.01%
52,959
+4,143
1448
$350K ﹤0.01%
3,583
+4
1449
$348K ﹤0.01%
302,559
+27,007
1450
$347K ﹤0.01%
6,288
-5,141
56 57
58
59 60