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
1501
$305K ﹤0.01%
9,818
-3,425
1502
$305K ﹤0.01%
933
+4
1503
$304K ﹤0.01%
5,250
-30,352
1504
$304K ﹤0.01%
+6,865
1505
$303K ﹤0.01%
144,129
-48,192
1506
$303K ﹤0.01%
25,954
-589,510
1507
$303K ﹤0.01%
23,753
+1,903
1508
$302K ﹤0.01%
+4,652
1509
$301K ﹤0.01%
4,188
-1,660
1510
$300K ﹤0.01%
4,678
-1,555
1511
$298K ﹤0.01%
3,000
+362
1512
$297K ﹤0.01%
3,383
+92
1513
$297K ﹤0.01%
4,815
-1,701
1514
$297K ﹤0.01%
+14,777
1515
$296K ﹤0.01%
6,424
-103
1516
$295K ﹤0.01%
+6,234
1517
$294K ﹤0.01%
7,212
+1,083
1518
$294K ﹤0.01%
+11,333
1519
$293K ﹤0.01%
2,979
-875
1520
$293K ﹤0.01%
+5,537
1521
$291K ﹤0.01%
30,534
+2,692
1522
$290K ﹤0.01%
+7,136
1523
$290K ﹤0.01%
34,411
+17,994
1524
$290K ﹤0.01%
27,332
-17,057
1525
$288K ﹤0.01%
27,579
+2,180
59 60
61
62 63