EF

Empowered Funds Portfolio holdings

AUM $9.9B
1-Year Est. Return 22.33%
This Quarter Est. Return
1 Year Est. Return
+22.33%
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 +$75.6M
2 +$49.3M
3 +$44.4M
4
LRCX icon
Lam Research
LRCX
+$39M
5
AMZN icon
Amazon
AMZN
+$37.8M

Sector Composition

1 Technology 22.04%
2 Financials 14.22%
3 Consumer Discretionary 11.33%
4 Industrials 10.23%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LFVN icon
1676
LifeVantage
LFVN
$89.2M
$229K ﹤0.01%
23,524
+96
BSY icon
1677
Bentley Systems
BSY
$12.9B
$228K ﹤0.01%
4,433
+91
SNDR icon
1678
Schneider National
SNDR
$4.44B
$226K ﹤0.01%
10,697
+996
MTZ icon
1679
MasTec
MTZ
$17.3B
$226K ﹤0.01%
+1,062
BWEN icon
1680
Broadwind
BWEN
$75.2M
$226K ﹤0.01%
107,508
+10,287
ESI icon
1681
Element Solutions
ESI
$6.36B
$226K ﹤0.01%
+8,960
MKTX icon
1682
MarketAxess Holdings
MKTX
$6.21B
$223K ﹤0.01%
1,282
+58
DFAS icon
1683
Dimensional US Small Cap ETF
DFAS
$12B
$223K ﹤0.01%
+3,255
FELE icon
1684
Franklin Electric
FELE
$4.2B
$223K ﹤0.01%
+2,339
FNV icon
1685
Franco-Nevada
FNV
$39.1B
$222K ﹤0.01%
+997
TRT icon
1686
Trio-Tech International
TRT
$37M
$222K ﹤0.01%
37,441
+117
HLF icon
1687
Herbalife
HLF
$1.25B
$220K ﹤0.01%
26,120
+858
IMVT icon
1688
Immunovant
IMVT
$4.02B
$219K ﹤0.01%
13,565
+173
ALGN icon
1689
Align Technology
ALGN
$11.2B
$218K ﹤0.01%
1,744
-48,756
BCO icon
1690
Brink's
BCO
$4.84B
$218K ﹤0.01%
+1,867
AHR icon
1691
American Healthcare REIT
AHR
$8.9B
$217K ﹤0.01%
+5,175
THG icon
1692
Hanover Insurance
THG
$6.35B
$217K ﹤0.01%
+1,195
PSI icon
1693
Invesco Semiconductors ETF
PSI
$1B
$217K ﹤0.01%
+3,084
CTRE icon
1694
CareTrust REIT
CTRE
$8.43B
$217K ﹤0.01%
+6,253
CLVT icon
1695
Clarivate
CLVT
$2.49B
$217K ﹤0.01%
56,560
-2,517
RYTM icon
1696
Rhythm Pharmaceuticals
RYTM
$7.07B
$217K ﹤0.01%
+2,145
ONTO icon
1697
Onto Innovation
ONTO
$7.92B
$217K ﹤0.01%
1,676
-634
VVV icon
1698
Valvoline
VVV
$3.9B
$216K ﹤0.01%
+6,011
CRWV
1699
CoreWeave Inc
CRWV
$43.1B
$216K ﹤0.01%
1,577
+64
FPX icon
1700
First Trust US Equity Opportunities ETF
FPX
$1.2B
$216K ﹤0.01%
+1,298