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
251
$394K 0.02%
5,414
+308
252
$393K 0.02%
1,485
+35
253
$390K 0.02%
1,449
+71
254
$388K 0.02%
2,507
+108
255
$385K 0.02%
1,719
+47
256
$380K 0.02%
6,259
-725
257
$377K 0.02%
3,230
+159
258
$375K 0.02%
5,288
+301
259
$373K 0.02%
3,294
-236
260
$372K 0.02%
+3,583
261
$368K 0.02%
1,559
+89
262
$368K 0.02%
16,835
-327
263
$368K 0.02%
+5,139
264
$368K 0.02%
3,142
+135
265
$364K 0.02%
9,279
+2,646
266
$364K 0.02%
4,288
267
$364K 0.02%
4,143
268
$364K 0.02%
1,936
+49
269
$361K 0.02%
1,095
-156
270
$359K 0.02%
5,468
+419
271
$357K 0.02%
2,025
+1
272
$356K 0.02%
+3,331
273
$355K 0.02%
4,213
+422
274
$354K 0.02%
374
+21
275
$353K 0.02%
1,346
-13
9 10
11
12 13