EFM

E Fund Management Portfolio holdings

AUM $2.1B
1-Year Est. Return 23.31%
This Quarter Est. Return
1 Year Est. Return
+23.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$13.5M
3
+$13.1M
4
MRVL icon
Marvell Technology
MRVL
+$11.4M
5
TSM icon
TSMC
TSM
+$10.4M

Top Sells

1
+$24.2M
2
+$19.1M
3
+$15.6M
4
ZLAB icon
Zai Lab
ZLAB
+$7.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.55M

Sector Composition

1 Consumer Discretionary 36.1%
2 Technology 29.22%
3 Communication Services 14%
4 Healthcare 8.72%
5 Real Estate 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$298K 0.02%
77,663
+5,958
227
$296K 0.02%
+5,775
228
$293K 0.02%
4,607
+1,785
229
$291K 0.02%
17,001
+1,601
230
$291K 0.02%
11,932
-577
231
$290K 0.02%
8,215
+577
232
$289K 0.02%
18,623
+6,824
233
$285K 0.02%
1,462
+105
234
$285K 0.02%
3,702
-145
235
$284K 0.02%
994
-92
236
$282K 0.02%
38,855
-1,525
237
$281K 0.02%
2,888
-113
238
$279K 0.02%
3,488
+260
239
$278K 0.02%
+29,479
240
$278K 0.02%
854
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241
$277K 0.02%
3,524
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242
$277K 0.02%
4,244
-4,893
243
$276K 0.02%
20,233
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244
$276K 0.02%
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245
$274K 0.02%
9,327
+468
246
$271K 0.02%
64,520
-12,581
247
$270K 0.02%
3,639
+60
248
$269K 0.02%
11,701
+605
249
$269K 0.02%
17,521
+5,075
250
$268K 0.02%
1,979
-26
8 9
10
11 12