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
1601
$294K ﹤0.01%
14,828
+1,830
1602
$289K ﹤0.01%
10,570
+156
1603
$288K ﹤0.01%
51,932
+25,161
1604
$288K ﹤0.01%
+9,658
1605
$287K ﹤0.01%
18,453
+29
1606
$287K ﹤0.01%
8,845
+1,200
1607
$287K ﹤0.01%
2,585
+18
1608
$284K ﹤0.01%
3,083
-7,873
1609
$284K ﹤0.01%
+3,776
1610
$282K ﹤0.01%
1,742
+380
1611
$282K ﹤0.01%
5,777
+1,444
1612
$281K ﹤0.01%
60,278
+7,319
1613
$281K ﹤0.01%
+627
1614
$280K ﹤0.01%
+4,357
1615
$280K ﹤0.01%
7,511
+299
1616
$279K ﹤0.01%
5,179
+72
1617
$278K ﹤0.01%
3,541
-5,097
1618
$278K ﹤0.01%
8,018
-20,969
1619
$277K ﹤0.01%
+4,701
1620
$277K ﹤0.01%
42,670
+130
1621
$275K ﹤0.01%
34,480
+69
1622
$275K ﹤0.01%
41,723
-14,809
1623
$274K ﹤0.01%
21,819
+595
1624
$274K ﹤0.01%
14,221
-4,277
1625
$274K ﹤0.01%
31,511
+3,932
63 64
65
66 67