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
1651
$196K ﹤0.01%
20,877
+8,631
1652
$196K ﹤0.01%
12,410
+441
1653
$194K ﹤0.01%
12,233
+280
1654
$193K ﹤0.01%
+10,302
1655
$188K ﹤0.01%
23,772
-33,841
1656
$187K ﹤0.01%
17,636
-9,054
1657
$186K ﹤0.01%
10,968
-5,387
1658
$185K ﹤0.01%
27,152
-30,467
1659
$183K ﹤0.01%
26,771
+1,765
1660
$177K ﹤0.01%
19,989
+1,573
1661
$176K ﹤0.01%
14,648
-207
1662
$176K ﹤0.01%
115,922
+8,964
1663
$176K ﹤0.01%
59,326
-1,306
1664
$176K ﹤0.01%
97,221
+4,903
1665
$176K ﹤0.01%
+29,875
1666
$172K ﹤0.01%
19,248
+4,804
1667
$169K ﹤0.01%
+107,757
1668
$165K ﹤0.01%
11,307
+392
1669
$163K ﹤0.01%
69,076
+6,283
1670
$162K ﹤0.01%
+10,319
1671
$161K ﹤0.01%
18,157
+6,312
1672
$160K ﹤0.01%
76,464
-1,722
1673
$159K ﹤0.01%
51,208
+4,816
1674
$156K ﹤0.01%
13,881
+1,423
1675
$156K ﹤0.01%
14,755
+920
65 66
67
68 69