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
1701
$120K ﹤0.01%
84,551
-42,408
1702
$118K ﹤0.01%
97,112
-1,694
1703
$115K ﹤0.01%
12,615
-1,146
1704
$114K ﹤0.01%
10,664
+371
1705
$112K ﹤0.01%
10,981
+378
1706
$112K ﹤0.01%
25,758
+3,389
1707
$110K ﹤0.01%
98,730
-1,618
1708
$106K ﹤0.01%
52,920
-948
1709
$106K ﹤0.01%
8,798
1710
$105K ﹤0.01%
10,193
-926
1711
$99.3K ﹤0.01%
10,919
+383
1712
$96.9K ﹤0.01%
12,452
-1,277
1713
$96.7K ﹤0.01%
28,269
-732
1714
$96.1K ﹤0.01%
24,141
1715
$95.7K ﹤0.01%
15,236
-709
1716
$95K ﹤0.01%
15,060
-365
1717
$94.1K ﹤0.01%
27,117
-27,369
1718
$92.4K ﹤0.01%
83,201
+12,181
1719
$92.3K ﹤0.01%
43,649
-963
1720
$92.2K ﹤0.01%
46,823
+6,221
1721
$89.3K ﹤0.01%
53,821
-60,356
1722
$89.2K ﹤0.01%
22,753
1723
$86.8K ﹤0.01%
33,656
-995
1724
$85.6K ﹤0.01%
47,813
+6,975
1725
$82.3K ﹤0.01%
121,940
+14,689
67 68
69
70 71