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
1926
– –
-94,514
1927
– –
-169,763
1928
– –
-35,176
1929
– –
-34,227
1930
– –
-60,822
1931
– –
-3,454
1932
– –
-2,153
1933
– –
-1,223
1934
– –
-24,141
1935
– –
-3,059
1936
– –
-15,318
1937
– –
-141,324
1938
– –
-61,454
1939
– –
-19,752
1940
– –
-2,254
1941
– –
-30,797
1942
– –
-10,835
1943
– –
-98,579
1944
– –
-134,944
1945
– –
-6,695
1946
– –
-28,624
1947
– –
-1,972
1948
– –
-12,137
1949
– –
-18,953
1950
– –
-18,051
75 76 77
78
79