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
1826
– –
-33,804
1827
– –
-40,980
1828
– –
-35,624
1829
– –
-37,031
1830
– –
-36,387
1831
– –
-9,829
1832
– –
-5,890
1833
– –
-223,392
1834
– –
-22,685
1835
– –
-17,280
1836
– –
-8,798
1837
– –
-886
1838
– –
-5,785
1839
– –
-10,968
1840
– –
-39,240
1841
– –
-7,355
1842
– –
-1,984
1843
– –
-13,479
1844
– –
-28,948
1845
– –
-14,171
1846
– –
-3,535
1847
– –
-7,496
1848
– –
-3,892
1849
– –
-2,979
1850
– –
-2,024
72 73
74
75 76