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
$2.09B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$18.5M
3
+$17.6M
4
AMZN icon
Amazon
AMZN
+$15.6M
5
META icon
Meta Platforms (Facebook)
META
+$14.9M

Top Sells

1
+$92.1M
2
+$15.6M
3
+$9.67M
4
YMM icon
Full Truck Alliance
YMM
+$9.6M
5
TME icon
Tencent Music
TME
+$8.7M

Sector Composition

1 Technology 37.79%
2 Consumer Discretionary 26.64%
3 Communication Services 10.64%
4 Healthcare 6.89%
5 Financials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$497K 0.02%
16,471
-397
227
$491K 0.02%
2,983
+37
228
$483K 0.02%
113,099
-37,749
229
$481K 0.02%
1,393
-99
230
$479K 0.02%
963
231
$477K 0.02%
1,687
-15
232
$473K 0.02%
2,143
233
$468K 0.02%
2,041
-130
234
$467K 0.02%
46,328
-4,319
235
$465K 0.02%
12,319
+1,840
236
$464K 0.02%
13,648
+1,863
237
$464K 0.02%
14,060
-835
238
$457K 0.02%
10,367
+1,629
239
$456K 0.02%
+1,698
240
$453K 0.02%
3,422
+194
241
$445K 0.02%
1,599
-221
242
$432K 0.02%
1,702
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243
$430K 0.02%
3,533
-4,239
244
$422K 0.02%
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-24
245
$415K 0.02%
17,174
-2,098
246
$414K 0.02%
20,872
-15,597
247
$407K 0.02%
2,258
+324
248
$404K 0.02%
2,930
-407
249
$403K 0.02%
26,144
250
$400K 0.02%
13,534
+955
8 9
10
11 12