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
176
$12M 0.12%
36,588
+11,507
177
$12M 0.12%
98,499
+23,909
178
$11.8M 0.12%
121,273
+44,914
179
$11.7M 0.12%
44,370
+35,006
180
$11.6M 0.12%
187,514
+3,190
181
$11.5M 0.12%
899,716
+70,144
182
$11.5M 0.12%
80,369
+18,712
183
$11.5M 0.12%
16,802
+3,390
184
$11.4M 0.11%
169,674
-131,175
185
$11.3M 0.11%
+44,485
186
$11.3M 0.11%
43,407
-12,085
187
$11.3M 0.11%
44,304
+6,778
188
$11.3M 0.11%
467,739
+133,883
189
$11.3M 0.11%
170,501
+128,531
190
$11.2M 0.11%
421,802
+106,321
191
$11.2M 0.11%
31,886
+5,623
192
$11M 0.11%
232,583
+29,818
193
$11M 0.11%
95,419
+5,749
194
$10.9M 0.11%
441,212
+39,663
195
$10.9M 0.11%
61,314
+58,807
196
$10.9M 0.11%
185,399
+5,385
197
$10.9M 0.11%
390,759
-115,265
198
$10.9M 0.11%
191,517
+8,961
199
$10.8M 0.11%
78,043
+1,659
200
$10.7M 0.11%
39,057
+23,561
6 7
8
9 10