EF
Empowered Funds Portfolio holdings
AUM
$5.89B
1-Year Est. Return
27.24%
This Fund
S&P 500
1 Year Est. Return
+27.24%
AUM
$9.9B
AUM Growth
+$1.07B
(+12%)
Holding
1,971
Top Buys
| 1 | +$74.5M | |
| 2 | +$46.1M | |
| 3 | +$39M | |
| 4 |
Apple
AAPL
|
+$33.4M |
| 5 |
Lam Research
LRCX
|
+$30.8M |
Top Sells
| 1 | +$115M | |
| 2 | +$109M | |
| 3 | +$99.9M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$69.2M |
| 5 |
Avantis International Small Cap Value ETF
AVDV
|
+$52.1M |
Sector Composition
| 1 | Technology | 22.01% |
| 2 | Financials | 14.22% |
| 3 | Consumer Discretionary | 11.33% |
| 4 | Industrials | 10.26% |
| 5 | Energy | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.6T
| $279M | 2.82% |
1,496,072
+264,236
|
|
||
2
Microsoft
MSFT
$2.96T
| $263M | 2.66% |
507,964
+146,030
|
|
||
|
3
Apple
AAPL
$3.87T
| $205M | 2.07% |
805,806
+148,053
|
|
||
4
Amazon
AMZN
$2.25T
| $134M | 1.35% |
610,639
+172,264
|
|
||
5
Broadcom
AVGO
$1.58T
| $116M | 1.17% |
351,269
+25,352
|
|
||
6
Exxon Mobil
XOM
$617B
| $115M | 1.17% |
1,024,094
-14,538
|
|
||
7
Alphabet (Google) Class A
GOOGL
$3.81T
| $115M | 1.17% |
474,939
+133,874
|
|
||
8
Meta Platforms (Facebook)
META
$1.66T
| $112M | 1.13% |
152,058
+39,631
|
|
||
9
Chevron
CVX
$364B
| $96.4M | 0.97% |
620,545
-19,917
|
|
||
10
JPMorgan Chase
JPM
$836B
| $81M | 0.82% |
256,647
+40,723
|
|
||
|
11
Lam Research
LRCX
$303B
| $73.9M | 0.75% |
552,202
+291,186
|
|
||
|
12
Alphabet (Google) Class C
GOOG
$3.81T
| $66.7M | 0.67% |
273,744
+66,245
|
|
||
13
Western Digital
WDC
$97.8B
| $60.3M | 0.61% |
502,089
+369,520
|
|
||
14
Mastercard
MA
$468B
| $57.8M | 0.58% |
101,656
+36,370
|
|
||
15
Tesla
TSLA
$1.54T
| $57.4M | 0.58% |
129,027
+15,435
|
|
||
16
Cisco
CSCO
$311B
| $56.3M | 0.57% |
822,342
+163,672
|
|
||
17
Netflix
NFLX
$330B
| $52.9M | 0.53% |
440,960
+20,960
|
|
||
18
Merck
MRK
$302B
| $50.6M | 0.51% |
602,792
+129,923
|
|
||
19
iShares 0-5 Year TIPS Bond ETF
STIP
$14.1B
| $48.9M | 0.49% |
475,113
+210,429
|
|
||
20
Applovin
APP
$145B
| $47.6M | 0.48% |
66,222
+4,061
|
|
||
21
Visa
V
$617B
| $45.9M | 0.46% |
134,395
+32,961
|
|
||
22
Oracle
ORCL
$429B
| $45.1M | 0.46% |
160,246
+4,351
|
|
||
23
Berkshire Hathaway Class B
BRK.B
$1.07T
| $45M | 0.45% |
89,554
+22,521
|
|
||
24
Johnson & Johnson
JNJ
$588B
| $42.7M | 0.43% |
230,455
-20,423
|
|
||
25
Tenet Healthcare
THC
$20.1B
| $42.3M | 0.43% |
208,531
+24,263
|
|