EFM

E Fund Management Portfolio holdings

AUM $3.37B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.37B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1 +$483M
2 +$247M
3 +$186M
4
TSM icon
TSMC
TSM
+$179M
5
MSFT icon
Microsoft
MSFT
+$143M

Top Sells

No sells this quarter

Sector Composition

1 Technology 52.03%
2 Consumer Discretionary 19.21%
3 Communication Services 9.64%
4 Healthcare 4.63%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PDD icon
1
Pinduoduo
PDD
$149B
$469M 13.94%
+4,593,053
NVDA icon
2
NVIDIA
NVDA
$4.9T
$235M 6.97%
+1,345,774
AAPL icon
3
Apple
AAPL
$3.97T
$182M 5.4%
+716,058
TSM icon
4
TSMC
TSM
$1.92T
$176M 5.23%
+521,073
LITE icon
5
Lumentum
LITE
$63.8B
$147M 4.37%
+209,446
MSFT icon
6
Microsoft
MSFT
$3.14T
$127M 3.77%
+342,436
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.13T
$126M 3.75%
+438,615
GLW icon
8
Corning
GLW
$141B
$94M 2.79%
+691,273
AXTI icon
9
AXT Inc
AXTI
$4.59B
$71.9M 2.14%
+1,262,719
AVGO icon
10
Broadcom
AVGO
$1.92T
$71.1M 2.11%
+229,709
TSEM icon
11
Tower Semiconductor
TSEM
$25.5B
$61M 1.81%
+347,752
MU icon
12
Micron Technology
MU
$513B
$49M 1.46%
+145,173
AMZN icon
13
Amazon
AMZN
$2.69T
$48.2M 1.43%
+231,201
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.11T
$48M 1.43%
+167,296
ASML icon
15
ASML
ASML
$563B
$45.3M 1.35%
+34,286
YMM icon
16
Full Truck Alliance
YMM
$9.21B
$37.4M 1.11%
+4,508,935
SNDK
17
Sandisk
SNDK
$136B
$36.7M 1.09%
+57,747
META icon
18
Meta Platforms (Facebook)
META
$1.75T
$36.3M 1.08%
+63,390
INTC icon
19
Intel
INTC
$344B
$35.6M 1.06%
+807,234
TSLA icon
20
Tesla
TSLA
$1.5T
$35.4M 1.05%
+95,262
FUTU icon
21
Futu Holdings
FUTU
$23.4B
$35M 1.04%
+256,145
KLAC icon
22
KLA
KLAC
$235B
$35M 1.04%
+23,772
AMD icon
23
Advanced Micro Devices
AMD
$454B
$30.1M 0.89%
+147,961
IVV icon
24
iShares Core S&P 500 ETF
IVV
$782B
$29M 0.86%
+44,471
TME icon
25
Tencent Music
TME
$15.5B
$26.1M 0.77%
+2,809,453