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
251
$261K 0.02%
2,886
+30
252
$258K 0.02%
13,501
-1,537
253
$255K 0.02%
+11,239
254
$251K 0.02%
398
-37
255
$250K 0.02%
6,627
+57
256
$247K 0.02%
1,014
+230
257
$246K 0.02%
+211
258
$237K 0.02%
10,875
-2,562
259
$236K 0.01%
8,565
-2,348
260
$234K 0.01%
1,471
-149
261
$230K 0.01%
2,447
+21
262
$230K 0.01%
+496
263
$228K 0.01%
+844
264
$228K 0.01%
16,378
+1,981
265
$224K 0.01%
+2,933
266
$223K 0.01%
8,549
-714
267
$221K 0.01%
+1,450
268
$218K 0.01%
7,247
-631
269
$218K 0.01%
1,875
+6
270
$216K 0.01%
21,425
-5,557
271
$214K 0.01%
+926
272
$214K 0.01%
+467
273
$213K 0.01%
+1,535
274
$209K 0.01%
+5,512
275
$209K 0.01%
764
-336
9 10
11
12 13