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
$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 10.54%
5 Energy 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
– –
-1,207
1752
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-389,311
1753
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-188,241
1754
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-63,097
1755
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-17,730
1756
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-11,058
1757
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-13,195
1758
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-97,862
1759
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-11,793
1760
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-14,766
1761
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-182,033
1762
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-22,750
1763
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-112,647
1764
– –
-48,045
1765
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-141,822
1766
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-38,234
1767
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-51,204
1768
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-54,193
1769
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-24,168
1770
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-15,522
1771
– –
-30,925
1772
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-201,419
1773
– –
-212,247
1774
– –
-37,475
1775
– –
-65,329
69 70
71
72 73