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
1676
$156K ﹤0.01%
25,987
+8,124
1677
$152K ﹤0.01%
30,257
-1,499
1678
$152K ﹤0.01%
+15,725
1679
$150K ﹤0.01%
27,066
+2,058
1680
$148K ﹤0.01%
27,715
-432
1681
$147K ﹤0.01%
+20,367
1682
$146K ﹤0.01%
+13,479
1683
$146K ﹤0.01%
49,023
+4,794
1684
$143K ﹤0.01%
14,893
-2,667
1685
$140K ﹤0.01%
19,339
+1,661
1686
$140K ﹤0.01%
49,755
-829
1687
$139K ﹤0.01%
48,582
+1,363
1688
$139K ﹤0.01%
18,104
-64
1689
$139K ﹤0.01%
38,639
+3,612
1690
$139K ﹤0.01%
+11,299
1691
$136K ﹤0.01%
24,894
-331
1692
$135K ﹤0.01%
91,082
+10,249
1693
$131K ﹤0.01%
+38,292
1694
$131K ﹤0.01%
14,649
+1,429
1695
$129K ﹤0.01%
11,490
-1,044
1696
$127K ﹤0.01%
+10,060
1697
$125K ﹤0.01%
48,109
+22,821
1698
$124K ﹤0.01%
16,314
+400
1699
$123K ﹤0.01%
+91,561
1700
$121K ﹤0.01%
52,511
+4,783
66 67
68
69 70