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
1751
– –
-10,229
1752
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-360,044
1753
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-16,310
1754
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-403,415
1755
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-4,678
1756
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-48,343
1757
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-48,200
1758
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-628,930
1759
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-29,143
1760
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-1,562
1761
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-65,329
1762
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-37,475
1763
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-212,247
1764
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-201,419
1765
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-30,925
1766
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-15,522
1767
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-24,168
1768
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-17,730
1769
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-11,058
1770
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-13,195
1771
– –
-97,862
1772
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-11,793
1773
– –
-14,766
1774
– –
-182,033
1775
– –
-22,750
69 70
71
72 73