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
1626
$214K ﹤0.01%
+2,086
1627
$213K ﹤0.01%
+66,992
1628
$213K ﹤0.01%
+5,609
1629
$212K ﹤0.01%
+9,829
1630
$210K ﹤0.01%
+7,645
1631
$209K ﹤0.01%
2,852
-119,493
1632
$209K ﹤0.01%
+1,984
1633
$208K ﹤0.01%
+5,253
1634
$207K ﹤0.01%
14,820
-5,819
1635
$207K ﹤0.01%
5,981
-53,134
1636
$207K ﹤0.01%
+3,535
1637
$206K ﹤0.01%
+3,677
1638
$206K ﹤0.01%
12,367
+1,189
1639
$205K ﹤0.01%
+1,223
1640
$204K ﹤0.01%
18,051
+443
1641
$203K ﹤0.01%
22,293
-90
1642
$203K ﹤0.01%
11,357
-196
1643
$202K ﹤0.01%
74,648
+714
1644
$202K ﹤0.01%
30,401
+2,257
1645
$202K ﹤0.01%
2,153
-152,252
1646
$201K ﹤0.01%
+1,987
1647
$201K ﹤0.01%
38,415
-559
1648
$200K ﹤0.01%
+5,067
1649
$200K ﹤0.01%
+19,180
1650
$199K ﹤0.01%
14,168
-1,288
64 65
66
67 68