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
1951
– –
-42,606
1952
– –
-11,061
1953
– –
-5,699
1954
– –
-63,669
1955
– –
-51,606
1956
– –
-86,838
1957
– –
-12,686
1958
– –
-57,783
1959
– –
-92,801
1960
– –
-21,632
1961
– –
-5,423
1962
– –
-261,429
1963
– –
-8,697
1964
– –
-10,833
1965
– –
-7,807
1966
– –
-6,510
1967
– –
-22,907
1968
– –
-13,506
1969
– –
-25,516
1970
– –
-11,454
1971
– –
-11,398
75 76 77 78
79