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
276
$209K 0.01%
+24,739
277
$207K 0.01%
7,001
-49
278
$206K 0.01%
22,910
+4,314
279
$205K 0.01%
8,957
-9,034
280
$204K 0.01%
690
-107
281
$203K 0.01%
+167
282
$202K 0.01%
5,683
-750
283
$202K 0.01%
+823
284
$200K 0.01%
+2,700
285
$200K 0.01%
+768
286
$198K 0.01%
+39,494
287
$194K 0.01%
19,134
-6,321
288
$193K 0.01%
17,486
-1,917
289
$189K 0.01%
89,633
-8,075
290
$185K 0.01%
10,915
-811
291
$184K 0.01%
12,618
+442
292
$181K 0.01%
3,304
-321
293
$179K 0.01%
16,562
+5,921
294
$159K 0.01%
43,621
-334
295
$133K 0.01%
19,687
-388
296
$132K 0.01%
+20,349
297
$131K 0.01%
29,060
-3,069
298
$122K 0.01%
10,165
-5,518
299
$117K 0.01%
20,351
-5,714
300
$115K 0.01%
12,388
-1,520
10 11
12
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