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
1851
– –
-5,181
1852
– –
-8,917
1853
– –
-598,773
1854
– –
-61,409
1855
– –
-9,953
1856
– –
-3,310,372
1857
– –
-4,201
1858
– –
-21,399
1859
– –
-25,605
1860
– –
-144,520
1861
– –
-22,380
1862
– –
-19,572
1863
– –
-88,397
1864
– –
-102,532
1865
– –
-21,472
1866
– –
-1,771
1867
– –
-108,363
1868
– –
-5,856
1869
– –
-91,891
1870
– –
-18,840
1871
– –
-1,207
1872
– –
-389,311
1873
– –
-188,241
1874
– –
-63,097
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