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
276
$365K 0.02%
34,537
+8,668
277
$364K 0.02%
1,251
+654
278
$362K 0.02%
+353
279
$362K 0.02%
5,018
+2,460
280
$359K 0.02%
9,613
+775
281
$358K 0.02%
4,987
+1,036
282
$357K 0.02%
2,366
+1,007
283
$355K 0.02%
28,547
+11,121
284
$355K 0.02%
1,359
+471
285
$353K 0.02%
3,166
+1,521
286
$353K 0.02%
+3,146
287
$351K 0.02%
1,058
-246
288
$351K 0.02%
4,963
+1,362
289
$349K 0.02%
3,791
+1,878
290
$345K 0.02%
1,940
+1,127
291
$340K 0.02%
1,376
+546
292
$339K 0.02%
+11,641
293
$339K 0.02%
1,887
+1,007
294
$336K 0.02%
+1,820
295
$335K 0.02%
1,470
+181
296
$334K 0.02%
+5,063
297
$334K 0.02%
4,641
+2,013
298
$334K 0.02%
+2,318
299
$330K 0.02%
4,213
+1,460
300
$328K 0.02%
+2,194
10 11
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