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
1426
$471K ﹤0.01%
7,452
+1,164
1427
$471K ﹤0.01%
4,820
+1,106
1428
$469K ﹤0.01%
5,348
-348
1429
$469K ﹤0.01%
4,825
+13
1430
$467K ﹤0.01%
29,620
+122
1431
$465K ﹤0.01%
6,909
+131
1432
$464K ﹤0.01%
9,208
+1,973
1433
$464K ﹤0.01%
4,450
-3,012
1434
$463K ﹤0.01%
+2,787
1435
$463K ﹤0.01%
31,534
+3,536
1436
$463K ﹤0.01%
6,573
-140,353
1437
$463K ﹤0.01%
45,806
+15,272
1438
$460K ﹤0.01%
29,070
+3,312
1439
$459K ﹤0.01%
8,705
-39
1440
$459K ﹤0.01%
5,211
-60
1441
$456K ﹤0.01%
198,964
+24,510
1442
$453K ﹤0.01%
274,426
+33,145
1443
$450K ﹤0.01%
+29,758
1444
$450K ﹤0.01%
+30,585
1445
$449K ﹤0.01%
14,632
+409
1446
$448K ﹤0.01%
8,324
-205,115
1447
$446K ﹤0.01%
3,369
-10,537
1448
$445K ﹤0.01%
8,409
+276
1449
$444K ﹤0.01%
1,829
+110
1450
$439K ﹤0.01%
+10,472
56 57
58
59 60