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
1776
– –
-1,562
1777
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-29,143
1778
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-628,930
1779
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-48,200
1780
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-48,343
1781
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-4,678
1782
– –
-403,415
1783
– –
-198,627
1784
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-27,434
1785
– –
-8,298
1786
– –
-45,005
1787
– –
-11,188
1788
– –
-26,954
1789
– –
-293,227
1790
– –
-15,937
1791
– –
-7,482
1792
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-6,838
1793
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-24,588
1794
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-25,441
1795
– –
-96,678
1796
– –
-1,881
1797
– –
-6,464
1798
– –
-5,966
1799
– –
-5,772
1800
– –
-48,286
70 71
72
73 74