EFM

E Fund Management Portfolio holdings

AUM $2.1B
1-Year Est. Return 23.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$20.2M
3
+$16M
4
STAA icon
STAAR Surgical
STAA
+$10.7M
5
ZLAB icon
Zai Lab
ZLAB
+$7.74M

Top Sells

1
+$21.9M
2
+$10.8M
3
+$10.3M
4
LI icon
Li Auto
LI
+$8.53M
5
BZ icon
Kanzhun
BZ
+$8.18M

Sector Composition

1 Consumer Discretionary 36.91%
2 Technology 25.51%
3 Communication Services 14.94%
4 Healthcare 9.44%
5 Real Estate 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$259K 0.02%
6,236
-223
252
$259K 0.02%
4,615
-1,888
253
$258K 0.02%
33,826
+476
254
$257K 0.02%
21,766
+5,618
255
$256K 0.02%
18,474
+15,241
256
$256K 0.02%
3,228
-363
257
$254K 0.02%
+10,315
258
$252K 0.02%
13,702
-461
259
$251K 0.02%
986
-76
260
$249K 0.02%
39,645
+8,037
261
$247K 0.02%
1,191
-52
262
$245K 0.02%
1,408
-74
263
$244K 0.02%
2,936
-156
264
$244K 0.02%
7,638
265
$243K 0.02%
+1,016
266
$242K 0.02%
1,357
267
$242K 0.02%
12,016
-612
268
$241K 0.02%
9,131
-570
269
$239K 0.02%
1,202
-106
270
$239K 0.02%
+9,117
271
$238K 0.02%
8,859
-389
272
$235K 0.02%
15,880
+3,933
273
$235K 0.02%
5,070
-805
274
$235K 0.02%
10,350
-4,120
275
$234K 0.02%
1,599
-126
9 10
11
12 13