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
1451
$346K ﹤0.01%
15,366
+1,222
1452
$345K ﹤0.01%
14,637
-2,923
1453
$345K ﹤0.01%
+25,758
1454
$345K ﹤0.01%
6,495
-1,647
1455
$344K ﹤0.01%
+7,286
1456
$344K ﹤0.01%
22,982
+1,843
1457
$342K ﹤0.01%
5,423
-127,038
1458
$339K ﹤0.01%
6,850
+427
1459
$338K ﹤0.01%
+5,024
1460
$337K ﹤0.01%
1,396
-151
1461
$337K ﹤0.01%
5,775
+495
1462
$332K ﹤0.01%
19,130
+340
1463
$332K ﹤0.01%
1,429
+18
1464
$332K ﹤0.01%
4,661
+986
1465
$330K ﹤0.01%
20,740
+1,570
1466
$329K ﹤0.01%
12,693
+588
1467
$326K ﹤0.01%
33,589
+16,480
1468
$326K ﹤0.01%
10,112
+810
1469
$326K ﹤0.01%
+5,890
1470
$326K ﹤0.01%
+4,012
1471
$325K ﹤0.01%
9,484
+23
1472
$325K ﹤0.01%
32,117
+5,358
1473
$324K ﹤0.01%
+5,725
1474
$323K ﹤0.01%
4,333
-125
1475
$323K ﹤0.01%
2,219
-14
57 58
59
60 61