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
1476
$419K ﹤0.01%
1,493
+97
1477
$418K ﹤0.01%
8,536
+604
1478
$418K ﹤0.01%
2,991
+8
1479
$417K ﹤0.01%
14,201
+368
1480
$416K ﹤0.01%
+21,010
1481
$414K ﹤0.01%
11,204
+1,092
1482
$414K ﹤0.01%
+1,335
1483
$412K ﹤0.01%
+22,332
1484
$411K ﹤0.01%
5,605
-59
1485
$409K ﹤0.01%
47,126
-8,266
1486
$407K ﹤0.01%
4,092
-1,125,014
1487
$407K ﹤0.01%
10,088
+4,107
1488
$407K ﹤0.01%
11,668
-9,790
1489
$405K ﹤0.01%
8,621
+13
1490
$405K ﹤0.01%
1,002
-4,970
1491
$404K ﹤0.01%
22,941
+2,201
1492
$403K ﹤0.01%
17,777
+1,539
1493
$401K ﹤0.01%
+3,387
1494
$400K ﹤0.01%
94,646
+56,007
1495
$400K ﹤0.01%
7,476
+190
1496
$398K ﹤0.01%
32,001
+1,144
1497
$397K ﹤0.01%
2,271
+52
1498
$397K ﹤0.01%
7,598
+1,103
1499
$396K ﹤0.01%
+5,321
1500
$396K ﹤0.01%
6,892
+1,978
58 59
60
61 62