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
1876
– –
-5,609
1877
– –
-28,787
1878
– –
-6,180
1879
– –
-5,844
1880
– –
-23,454
1881
– –
-10,919
1882
– –
-59,827
1883
– –
-19,800
1884
– –
-29,875
1885
– –
-54,090
1886
– –
-1,814
1887
– –
-7,053
1888
– –
-70,230
1889
– –
-49,495
1890
– –
-97,689
1891
– –
-2,469
1892
– –
-12,775
1893
– –
-40,980
1894
– –
-18,955
1895
– –
-1,850
1896
– –
-14,824
1897
– –
-137,426
1898
– –
-32,098
1899
– –
-20,579
1900
– –
-15,386
74 75
76
77 78