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
1851
– –
-1,211
1852
– –
-3,624
1853
– –
-24,440
1854
– –
-441,682
1855
– –
-31,579
1856
– –
-12,456
1857
– –
-16,310
1858
– –
-360,044
1859
– –
-10,229
1860
– –
-89,056
1861
– –
-6,700
1862
– –
-15,730
1863
– –
-33,843
1864
– –
-11,655
1865
– –
-47,613
1866
– –
-14,102
1867
– –
-59,186
1868
– –
-34,269
1869
– –
-9,752
1870
– –
-21,322
1871
– –
-40,384
1872
– –
-3,310,372
1873
– –
-4,201
1874
– –
-69,012
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