EF

Empowered Funds Portfolio holdings

AUM $5.89B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.83B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,874
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$36.6M
3
+$35.6M
4
AMZN icon
Amazon
AMZN
+$32.6M
5
ELV icon
Elevance Health
ELV
+$29M

Top Sells

1
+$31.3M
2
+$17.6M
3
+$15.7M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$13.4M
5
NRG icon
NRG Energy
NRG
+$13.1M

Sector Composition

1 Technology 18.89%
2 Financials 12.54%
3 Consumer Discretionary 11.06%
4 Industrials 10.48%
5 Energy 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10M 0.11%
218,184
-38,196
202
$9.97M 0.11%
62,006
+12,263
203
$9.88M 0.11%
61,846
+42,540
204
$9.87M 0.11%
74,590
+1,878
205
$9.85M 0.11%
29,150
+2,978
206
$9.84M 0.11%
126,357
+21,872
207
$9.8M 0.11%
245,457
+1,609
208
$9.71M 0.11%
197,822
+95,357
209
$9.7M 0.11%
35,192
+25,165
210
$9.65M 0.11%
184,147
-23,174
211
$9.64M 0.11%
18,055
+12,033
212
$9.62M 0.11%
92,258
+159
213
$9.59M 0.11%
1,115,290
+68,821
214
$9.56M 0.11%
50,500
+49,209
215
$9.54M 0.11%
92,687
+4,474
216
$9.51M 0.11%
57,783
+12,191
217
$9.51M 0.11%
76,998
+30,779
218
$9.46M 0.11%
146,926
+121,861
219
$9.38M 0.11%
30,418
+11,696
220
$9.36M 0.11%
229,242
-341,997
221
$9.3M 0.11%
17,578
+12,251
222
$9.29M 0.11%
213,439
+206,794
223
$9.25M 0.1%
55,712
-16,534
224
$9.23M 0.1%
18,145
+1,711
225
$9.19M 0.1%
89,194
+78,955
7 8
9
10 11