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
1851
– –
-38,761
1852
– –
-21,169
1853
– –
-26,929
1854
– –
-5,383
1855
– –
-6,992
1856
– –
-896
1857
– –
-657,690
1858
– –
-785,886
1859
– –
-1,124,974
1860
– –
-1,515
1861
– –
-1,950
1862
– –
-2,138
1863
– –
-10,383
1864
– –
-255,468
1865
– –
-60,315
1866
– –
-13,511
1867
– –
-4,813
1868
– –
-5,973
1869
– –
-13,095
1870
– –
-7,645
1871
– –
-5,477
1872
– –
-2,852
1873
– –
-3,677
1874
– –
-37,258
1875
– –
-58,416
73 74
75
76 77