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
126
$14.2M 0.16%
237,361
+14,718
127
$14.1M 0.16%
198,425
+8,206
128
$14M 0.16%
476,447
+41,048
129
$13.8M 0.16%
56,073
+47,943
130
$13.8M 0.16%
101,476
+50,752
131
$13.8M 0.16%
+147,863
132
$13.6M 0.15%
55,492
+20,399
133
$13.5M 0.15%
127,094
-69,334
134
$13.4M 0.15%
99,496
+2,834
135
$13.4M 0.15%
+660,968
136
$13.3M 0.15%
19,079
+16,185
137
$13.3M 0.15%
73,230
+28,523
138
$13.2M 0.15%
3,563
+1,689
139
$13.2M 0.15%
787,609
+1,757
140
$13.2M 0.15%
106,394
+2,649
141
$13.2M 0.15%
78,652
-14,909
142
$13.2M 0.15%
88,877
+54,616
143
$13M 0.15%
57,245
+32,886
144
$12.8M 0.15%
283,907
+249,496
145
$12.7M 0.14%
258,594
+223,538
146
$12.6M 0.14%
737,345
+99,330
147
$12.6M 0.14%
35,727
+5,103
148
$12.4M 0.14%
141,713
+35,790
149
$12.3M 0.14%
170,632
+125,817
150
$12M 0.14%
31,401
+2,846
4 5
6
7 8