EF

Empowered Funds Portfolio holdings

AUM $15.7B
1-Year Est. Return 34.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.04%
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
+$74.5M
2
+$46.1M
3
+$39M
4
AAPL icon
Apple
AAPL
+$33.4M
5
LRCX icon
Lam Research
LRCX
+$30.8M

Top Sells

1
+$115M
2
+$109M
3
+$99.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$69.2M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$52.1M

Sector Composition

1 Technology 22%
2 Financials 14.22%
3 Consumer Discretionary 11.33%
4 Industrials 10.31%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$216K ﹤0.01%
+4,083
1702
$215K ﹤0.01%
104,459
-39,670
1703
$214K ﹤0.01%
674
-905
1704
$214K ﹤0.01%
+4,452
1705
$213K ﹤0.01%
+8,104
1706
$211K ﹤0.01%
+1,000
1707
$211K ﹤0.01%
6,577
+514
1708
$210K ﹤0.01%
49,989
+234
1709
$210K ﹤0.01%
+6,023
1710
$209K ﹤0.01%
2,716
-1,799
1711
$209K ﹤0.01%
17,116
+802
1712
$209K ﹤0.01%
+1,226
1713
$208K ﹤0.01%
+9,108
1714
$207K ﹤0.01%
11,343
+1,024
1715
$206K ﹤0.01%
+834
1716
$206K ﹤0.01%
7,160
-960
1717
$204K ﹤0.01%
+3,513
1718
$203K ﹤0.01%
+4,381
1719
$202K ﹤0.01%
73,329
+6,337
1720
$202K ﹤0.01%
18,328
+692
1721
$202K ﹤0.01%
+9,997
1722
$202K ﹤0.01%
+1,156
1723
$202K ﹤0.01%
2,161
-2,176
1724
$202K ﹤0.01%
127,843
+11,921
1725
$202K ﹤0.01%
18,564
-15,025
67 68
69
70 71