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
1901
– –
-27,799
1902
– –
-210,262
1903
– –
-279,293
1904
– –
-6,775
1905
– –
-1,002,029
1906
– –
-74,607
1907
– –
-3,468
1908
– –
-84,485
1909
– –
-49,207
1910
– –
-10,302
1911
– –
-62,930
1912
– –
-1,863
1913
– –
-1,313,439
1914
– –
-5,067
1915
– –
-4,020
1916
– –
-245,457
1917
– –
-14,755
1918
– –
-13,174
1919
– –
-4,229
1920
– –
-10,513
1921
– –
-3,123
1922
– –
-63,909
1923
– –
-14,648
1924
– –
-64,518
1925
– –
-6,161
75 76
77
78 79