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
251
$418K 0.02%
9,277
+2,909
252
$417K 0.02%
5,433
+1,152
253
$410K 0.02%
1,061
+327
254
$409K 0.02%
1,378
+543
255
$409K 0.02%
1,820
+816
256
$408K 0.02%
1,702
+817
257
$404K 0.02%
17,761
+6,946
258
$404K 0.02%
3,007
+1,248
259
$398K 0.02%
2,024
-2,169
260
$395K 0.02%
3,337
+1,395
261
$391K 0.02%
1,195
+478
262
$387K 0.02%
5,049
+1,467
263
$386K 0.02%
+3,071
264
$382K 0.02%
1,672
+718
265
$382K 0.02%
2,169
+642
266
$377K 0.02%
1,644
+705
267
$376K 0.02%
307
+143
268
$374K 0.02%
3,228
+1,221
269
$373K 0.02%
3,530
+1,508
270
$372K 0.02%
1,811
+918
271
$371K 0.02%
+120,757
272
$370K 0.02%
4,288
+1,414
273
$369K 0.02%
996
+358
274
$368K 0.02%
1,450
+703
275
$366K 0.02%
12,579
-212
9 10
11
12 13