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
276
$226K 0.02%
2,280
-133
277
$225K 0.02%
21,746
-20
278
$225K 0.02%
1,127
-75
279
$224K 0.02%
9,639
-1,183
280
$223K 0.02%
1,048
-26
281
$222K 0.02%
970
-46
282
$220K 0.02%
13,833
+781
283
$217K 0.02%
+9,073
284
$217K 0.02%
+12,305
285
$215K 0.02%
1,720
-56
286
$215K 0.02%
14,936
-4,587
287
$214K 0.02%
2,434
-141
288
$212K 0.02%
614
-31
289
$211K 0.02%
23,122
-2,333
290
$211K 0.02%
435
-15
291
$209K 0.02%
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292
$208K 0.02%
504
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293
$207K 0.02%
786
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294
$206K 0.02%
631
-26
295
$205K 0.02%
13,288
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296
$203K 0.01%
+2,449
297
$203K 0.01%
+1,717
298
$203K 0.01%
11,821
-195
299
$202K 0.01%
3,457
+1,023
300
$201K 0.01%
+7,213
10 11
12
13 14