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
1476
$319K ﹤0.01%
20,096
+3,772
1477
$317K ﹤0.01%
29,236
+2,615
1478
$317K ﹤0.01%
6,095
-341
1479
$317K ﹤0.01%
7,011
+305
1480
$316K ﹤0.01%
4,515
+693
1481
$316K ﹤0.01%
16,238
+1,149
1482
$316K ﹤0.01%
16,147
-2,490
1483
$315K ﹤0.01%
184,447
+16,751
1484
$315K ﹤0.01%
+5,844
1485
$315K ﹤0.01%
8,608
+212
1486
$315K ﹤0.01%
22,370
+159
1487
$313K ﹤0.01%
31,533
-463
1488
$313K ﹤0.01%
102,806
+1,594
1489
$312K ﹤0.01%
+6,110
1490
$312K ﹤0.01%
17,193
+1,299
1491
$311K ﹤0.01%
+2,827
1492
$311K ﹤0.01%
208,445
+94,934
1493
$310K ﹤0.01%
+6,927
1494
$309K ﹤0.01%
2,811
-35
1495
$309K ﹤0.01%
9,534
+2,075
1496
$308K ﹤0.01%
3,261
-14
1497
$307K ﹤0.01%
2,133
-3,540
1498
$307K ﹤0.01%
2,041
+13
1499
$307K ﹤0.01%
3,123
-3,243
1500
$306K ﹤0.01%
23,428
-442
58 59
60
61 62