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
1601
$232K ﹤0.01%
+4,373
1602
$232K ﹤0.01%
4,813
-653
1603
$231K ﹤0.01%
+567
1604
$231K ﹤0.01%
+5,716
1605
$228K ﹤0.01%
3,963
-827
1606
$226K ﹤0.01%
+19,803
1607
$226K ﹤0.01%
+1,814
1608
$225K ﹤0.01%
13,011
-4,544
1609
$222K ﹤0.01%
+436
1610
$221K ﹤0.01%
25,516
-473
1611
$221K ﹤0.01%
7,053
+538
1612
$221K ﹤0.01%
105,092
+3,645
1613
$221K ﹤0.01%
+11,061
1614
$220K ﹤0.01%
+3,892
1615
$220K ﹤0.01%
+1,362
1616
$220K ﹤0.01%
+10,305
1617
$219K ﹤0.01%
32,161
+5,029
1618
$218K ﹤0.01%
25,262
-5,039
1619
$217K ﹤0.01%
90,044
+58,016
1620
$217K ﹤0.01%
42,540
-571
1621
$217K ﹤0.01%
+886
1622
$216K ﹤0.01%
2,304
-123,682
1623
$215K ﹤0.01%
+6,063
1624
$215K ﹤0.01%
1,863
-53
1625
$214K ﹤0.01%
+13,392
63 64
65
66 67