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
1526
$288K ﹤0.01%
+5,197
1527
$285K ﹤0.01%
+10,383
1528
$285K ﹤0.01%
8,697
-537
1529
$284K ﹤0.01%
18,498
+7,138
1530
$284K ﹤0.01%
4,229
-1,044
1531
$284K ﹤0.01%
43,102
+17,197
1532
$284K ﹤0.01%
7,807
-15
1533
$284K ﹤0.01%
2,398
+714
1534
$283K ﹤0.01%
7,567
-2,230
1535
$282K ﹤0.01%
56,066
+3,368
1536
$282K ﹤0.01%
+10,833
1537
$282K ﹤0.01%
49,773
+36,706
1538
$282K ﹤0.01%
+15,904
1539
$281K ﹤0.01%
+7,508
1540
$279K ﹤0.01%
6,775
+672
1541
$277K ﹤0.01%
5,664
+506
1542
$277K ﹤0.01%
+12,685
1543
$277K ﹤0.01%
18,424
-5,662
1544
$277K ﹤0.01%
+5,973
1545
$277K ﹤0.01%
14,720
-4,562
1546
$277K ﹤0.01%
2,916
+14
1547
$276K ﹤0.01%
10,414
-276,646
1548
$275K ﹤0.01%
17,898
-981
1549
$273K ﹤0.01%
1,224
-492
1550
$271K ﹤0.01%
13,506
+220
60 61
62
63 64