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
1726
$200K ﹤0.01%
+2,745
1727
$200K ﹤0.01%
+10,487
1728
$200K ﹤0.01%
+76,452
1729
$199K ﹤0.01%
17,711
+3,830
1730
$198K ﹤0.01%
14,955
+62
1731
$197K ﹤0.01%
+15,071
1732
$195K ﹤0.01%
39,166
+1,326
1733
$194K ﹤0.01%
14,483
-14,088
1734
$193K ﹤0.01%
+15,708
1735
$190K ﹤0.01%
10,872
-23,042
1736
$189K ﹤0.01%
37,585
-70,140
1737
$188K ﹤0.01%
11,673
+366
1738
$185K ﹤0.01%
11,501
+837
1739
$184K ﹤0.01%
38,558
+143
1740
$183K ﹤0.01%
26,972
-180
1741
$177K ﹤0.01%
+11,675
1742
$173K ﹤0.01%
18,257
+7,276
1743
$172K ﹤0.01%
17,555
+1,830
1744
$172K ﹤0.01%
+51,097
1745
$171K ﹤0.01%
30,025
-232
1746
$164K ﹤0.01%
120,699
+12,942
1747
$161K ﹤0.01%
15,224
+575
1748
$161K ﹤0.01%
11,213
-86
1749
$160K ﹤0.01%
23,863
+91
1750
$160K ﹤0.01%
11,037
-3,783
68 69
70
71 72