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
251
$267K 0.02%
1,945
-129
252
$267K 0.02%
2,729
-110
253
$265K 0.02%
7,098
-279
254
$264K 0.02%
1,360
-48
255
$260K 0.02%
558
+14
256
$258K 0.02%
14,484
-1,572
257
$258K 0.02%
+898
258
$257K 0.02%
5,793
-443
259
$256K 0.02%
13,277
-425
260
$256K 0.02%
+10,044
261
$252K 0.02%
15,216
-18,610
262
$247K 0.02%
+8,032
263
$247K 0.02%
12,246
+1,896
264
$244K 0.02%
1,466
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265
$242K 0.02%
+484
266
$238K 0.02%
10,289
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267
$237K 0.02%
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269
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+1,071
270
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271
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+1,337
272
$229K 0.02%
1,140
-51
273
$227K 0.02%
104,721
+38,059
274
$227K 0.02%
+507
275
$226K 0.02%
26,414
+2,052
9 10
11
12 13