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
1726
$81.9K ﹤0.01%
64,518
+200
1727
$78.8K ﹤0.01%
11,349
-10,092
1728
$78.8K ﹤0.01%
+11,719
1729
$78.3K ﹤0.01%
23,868
-668
1730
$73.9K ﹤0.01%
+12,856
1731
$66.4K ﹤0.01%
+20,000
1732
$61.6K ﹤0.01%
44,659
1733
$60.8K ﹤0.01%
14,100
-2,936
1734
$57.6K ﹤0.01%
17,142
1735
$57.4K ﹤0.01%
11,342
+1,293
1736
$56.4K ﹤0.01%
49,944
-1,418
1737
$47.7K ﹤0.01%
64,456
-765
1738
$40K ﹤0.01%
61,091
1739
$39.6K ﹤0.01%
42,065
1740
$30.6K ﹤0.01%
21,848
1741
$30.5K ﹤0.01%
11,081
-265
1742
$30.1K ﹤0.01%
91,234
1743
$28.7K ﹤0.01%
11,924
1744
$17.3K ﹤0.01%
18,497
1745
$12.1K ﹤0.01%
30,988
1746
$2.1K ﹤0.01%
17,280
1747
– –
-45,005
1748
– –
-8,298
1749
– –
-27,434
1750
– –
-198,627
68 69
70
71 72