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
1551
$270K ﹤0.01%
11,079
+999
1552
$267K ﹤0.01%
+12,960
1553
$266K ﹤0.01%
16,855
+1,603
1554
$266K ﹤0.01%
2,976
-1,624
1555
$266K ﹤0.01%
+3,869
1556
$265K ﹤0.01%
44,723
+33,245
1557
$264K ﹤0.01%
+3,245
1558
$264K ﹤0.01%
+9,819
1559
$262K ﹤0.01%
+3,449
1560
$261K ﹤0.01%
+11,692
1561
$259K ﹤0.01%
3,059
-64
1562
$259K ﹤0.01%
56,532
-17,335
1563
$259K ﹤0.01%
+3,714
1564
$258K ﹤0.01%
37,840
-7,169
1565
$258K ﹤0.01%
44,299
-2,958
1566
$258K ﹤0.01%
4,914
-316
1567
$256K ﹤0.01%
+5,085
1568
$256K ﹤0.01%
+5,107
1569
$256K ﹤0.01%
+9,647
1570
$255K ﹤0.01%
+9,643
1571
$255K ﹤0.01%
+896
1572
$255K ﹤0.01%
+1,935
1573
$254K ﹤0.01%
59,077
+43,406
1574
$254K ﹤0.01%
+7,544
1575
$253K ﹤0.01%
4,292
-81,435
61 62
63
64 65