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
$1.99B
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$37.1M
3
+$36.3M
4
AMZN icon
Amazon
AMZN
+$13M
5
AVGO icon
Broadcom
AVGO
+$12.2M

Top Sells

1
+$37.5M
2
+$13.8M
3
+$13.5M
4
AMAT icon
Applied Materials
AMAT
+$7.01M
5
YMM icon
Full Truck Alliance
YMM
+$4.09M

Sector Composition

1 Technology 40.04%
2 Consumer Discretionary 27.82%
3 Communication Services 8.98%
4 Healthcare 6.75%
5 Financials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$499K 0.03%
4,483
+1,751
227
$499K 0.03%
+10,816
228
$495K 0.02%
+2,143
229
$495K 0.02%
1,791
+889
230
$493K 0.02%
2,171
+967
231
$488K 0.02%
+906
232
$488K 0.02%
17,785
+2,151
233
$481K 0.02%
4,143
+1,101
234
$480K 0.02%
2,946
+1,315
235
$477K 0.02%
+1,136
236
$466K 0.02%
1,916
+423
237
$464K 0.02%
11,785
-1,951
238
$455K 0.02%
+56,619
239
$454K 0.02%
2,465
+616
240
$453K 0.02%
6,920
+1,488
241
$450K 0.02%
2,176
+930
242
$448K 0.02%
1,492
+753
243
$447K 0.02%
963
+265
244
$445K 0.02%
+76,800
245
$441K 0.02%
2,399
+684
246
$433K 0.02%
5,846
+2,273
247
$428K 0.02%
14,895
-1,518
248
$428K 0.02%
+1,800
249
$423K 0.02%
6,984
+3,760
250
$422K 0.02%
9,390
+4,392
8 9
10
11 12