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
1576
$252K ﹤0.01%
+5,040
1577
$252K ﹤0.01%
+5,383
1578
$252K ﹤0.01%
+11,086
1579
$250K ﹤0.01%
8,120
+1,638
1580
$249K ﹤0.01%
21,224
-304
1581
$247K ﹤0.01%
+1,513
1582
$246K ﹤0.01%
12,998
+1,277
1583
$246K ﹤0.01%
1,515
+35
1584
$246K ﹤0.01%
6,429
-4,809
1585
$244K ﹤0.01%
+5,826
1586
$243K ﹤0.01%
18,638
+5,163
1587
$243K ﹤0.01%
1,850
-17,055
1588
$241K ﹤0.01%
10,856
-1,997
1589
$241K ﹤0.01%
+15,421
1590
$240K ﹤0.01%
30,121
+2,882
1591
$240K ﹤0.01%
8,610
+194
1592
$239K ﹤0.01%
16,747
+912
1593
$238K ﹤0.01%
+13,634
1594
$236K ﹤0.01%
21,265
-7,247
1595
$236K ﹤0.01%
6,510
+183
1596
$234K ﹤0.01%
+4,342
1597
$234K ﹤0.01%
9,701
-4,243
1598
$234K ﹤0.01%
7,079
-1,085
1599
$233K ﹤0.01%
+13,487
1600
$233K ﹤0.01%
+2,310
62 63
64
65 66