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
126
$15.7M 0.16%
130,745
-17,118
127
$15.6M 0.16%
236,119
-177,447
128
$15.4M 0.16%
21,473
+3,128
129
$15.4M 0.16%
90,232
-106,197
130
$15.3M 0.15%
182,845
+80,419
131
$15.3M 0.15%
77,795
-118,593
132
$15.2M 0.15%
600,067
+349,321
133
$15.1M 0.15%
114,626
-25,087
134
$15.1M 0.15%
245,824
+15,253
135
$15M 0.15%
228,715
-10,499
136
$15M 0.15%
310,093
+26,186
137
$14.9M 0.15%
163,510
+55,888
138
$14.8M 0.15%
392,104
+88,856
139
$14.7M 0.15%
58,596
-18,608
140
$14.7M 0.15%
245,793
+8,432
141
$14.5M 0.15%
150,749
+70,289
142
$14.4M 0.15%
72,758
-3,416
143
$14.4M 0.15%
49,006
+18,588
144
$14.1M 0.14%
50,461
-2,604
145
$14M 0.14%
102,562
+60,514
146
$13.9M 0.14%
82,399
+16,878
147
$13.8M 0.14%
85,191
-40,848
148
$13.7M 0.14%
466,387
+144,205
149
$13.6M 0.14%
296,215
-116
150
$13.6M 0.14%
236,789
+7,547
4 5
6
7 8