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
1801
$64.9K ﹤0.01%
49,944
1802
$63.3K ﹤0.01%
12,966
+1,624
1803
$55.1K ﹤0.01%
+14,502
1804
$54.6K ﹤0.01%
+10,127
1805
$53.7K ﹤0.01%
17,142
1806
$52.8K ﹤0.01%
13,069
-69,329
1807
$52.5K ﹤0.01%
19,509
+170
1808
$45.8K ﹤0.01%
6,446
1809
$44.4K ﹤0.01%
1,725
-375
1810
$35.3K ﹤0.01%
3,055
1811
$34.6K ﹤0.01%
18,497
1812
$33.4K ﹤0.01%
11,924
1813
$25.8K ﹤0.01%
21,848
1814
$8.49K ﹤0.01%
30,988
1815
– –
-86,665
1816
– –
-44,258
1817
– –
-10,794
1818
– –
-2,304
1819
– –
-19,803
1820
– –
-162,141
1821
– –
-129,220
1822
– –
-3,449
1823
– –
-33,912
1824
– –
-105,470
1825
– –
-10,056
71 72
73
74 75