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
1526
$370K ﹤0.01%
10,688
-5,922
1527
$370K ﹤0.01%
14,899
-5,991
1528
$369K ﹤0.01%
20,185
+2,992
1529
$367K ﹤0.01%
1,370
-31
1530
$366K ﹤0.01%
2,972
-26,748
1531
$366K ﹤0.01%
14,661
-116
1532
$366K ﹤0.01%
943
+10
1533
$365K ﹤0.01%
338,166
+35,607
1534
$364K ﹤0.01%
+2,845
1535
$364K ﹤0.01%
5,096
+72
1536
$364K ﹤0.01%
4,729
+67
1537
$363K ﹤0.01%
2,461
+344
1538
$363K ﹤0.01%
7,677
+227
1539
$363K ﹤0.01%
2,966
+568
1540
$363K ﹤0.01%
23,238
+868
1541
$362K ﹤0.01%
19,321
+1,164
1542
$362K ﹤0.01%
26,666
+2,913
1543
$360K ﹤0.01%
32,973
+856
1544
$358K ﹤0.01%
3,279
+18
1545
$357K ﹤0.01%
7,133
+206
1546
$354K ﹤0.01%
+1,885
1547
$354K ﹤0.01%
12,532
+1,453
1548
$350K ﹤0.01%
5,859
+180
1549
$349K ﹤0.01%
8,285
+3,088
1550
$346K ﹤0.01%
57,538
+1,472
60 61
62
63 64