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
$1.58B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.6M
3
+$1.88M
4
DECK icon
Deckers Outdoor
DECK
+$1.72M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

Top Sells

1
+$20.3M
2
+$12.8M
3
+$10.6M
4
TSM icon
TSMC
TSM
+$9.64M
5
AAPL icon
Apple
AAPL
+$4.98M

Sector Composition

1 Consumer Discretionary 50.26%
2 Technology 23.48%
3 Communication Services 8.85%
4 Real Estate 5.2%
5 Healthcare 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$315K 0.02%
766
+4
227
$314K 0.02%
+10,888
228
$307K 0.02%
51,317
+9,820
229
$307K 0.02%
2,158
-245
230
$300K 0.02%
+6,533
231
$298K 0.02%
3,617
+434
232
$293K 0.02%
19,340
+9,033
233
$292K 0.02%
620
+55
234
$289K 0.02%
3,658
+313
235
$288K 0.02%
5,619
+902
236
$287K 0.02%
957
+124
237
$286K 0.02%
4,714
-453
238
$285K 0.02%
953
+176
239
$283K 0.02%
7,752
-1,474
240
$283K 0.02%
1,277
-100
241
$282K 0.02%
5,731
+21
242
$277K 0.02%
1,403
+207
243
$277K 0.02%
1,783
-184
244
$276K 0.02%
3,841
-368
245
$273K 0.02%
23,983
-2,472
246
$272K 0.02%
24,363
+4,742
247
$270K 0.02%
+1,678
248
$266K 0.02%
4,607
+683
249
$263K 0.02%
+5,345
250
$262K 0.02%
+3,932
8 9
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