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
1501
$396K ﹤0.01%
+7,083
1502
$395K ﹤0.01%
2,985
+248
1503
$393K ﹤0.01%
438,682
+49,492
1504
$392K ﹤0.01%
19,237
+3,090
1505
$390K ﹤0.01%
34,801
+21,945
1506
$389K ﹤0.01%
21,153
+2,023
1507
$386K ﹤0.01%
+19,901
1508
$385K ﹤0.01%
2,938
+37
1509
$384K ﹤0.01%
191,241
+20,003
1510
$383K ﹤0.01%
13,536
-61,897
1511
$383K ﹤0.01%
47,753
+427
1512
$382K ﹤0.01%
25,392
+2,410
1513
$382K ﹤0.01%
7,164
+596
1514
$381K ﹤0.01%
14,149
+1,464
1515
$381K ﹤0.01%
+1,130
1516
$381K ﹤0.01%
14,046
+1,353
1517
$380K ﹤0.01%
2,843
+322
1518
$379K ﹤0.01%
+1,984
1519
$378K ﹤0.01%
4,959
-28,231
1520
$377K ﹤0.01%
+4,938
1521
$376K ﹤0.01%
40,275
-12,645
1522
$375K ﹤0.01%
+21,480
1523
$374K ﹤0.01%
21,631
+754
1524
$372K ﹤0.01%
1,425
-4
1525
$372K ﹤0.01%
129,012
+14,090
59 60
61
62 63