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
151
$13.6M 0.14%
77,875
+8,639
152
$13.6M 0.14%
72,206
+10,200
153
$13.4M 0.14%
94,795
+83,635
154
$13.4M 0.14%
342,220
+5,820
155
$13.4M 0.14%
164,635
-5,997
156
$13.3M 0.13%
211,030
-501,598
157
$13.2M 0.13%
53,467
+8,627
158
$13.2M 0.13%
64,372
-8,858
159
$13.1M 0.13%
60,683
+12,760
160
$13M 0.13%
109,971
-17,123
161
$13M 0.13%
378,474
-137,530
162
$12.9M 0.13%
106,484
+6,988
163
$12.9M 0.13%
68,344
-3,736
164
$12.8M 0.13%
38,453
+21,084
165
$12.8M 0.13%
637,521
-99,824
166
$12.8M 0.13%
662,151
+32,161
167
$12.5M 0.13%
39,929
+19,637
168
$12.5M 0.13%
305,407
+59,451
169
$12.5M 0.13%
58,421
-2,122
170
$12.4M 0.13%
58,485
+40,269
171
$12.4M 0.13%
25,464
+5,565
172
$12.4M 0.13%
194,538
-23,646
173
$12.2M 0.12%
148,281
+18,519
174
$12.2M 0.12%
84,182
+7,184
175
$12.2M 0.12%
+165,561
5 6
7
8 9