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
276
$353K 0.02%
1,559
-252
277
$352K 0.02%
10,287
+202
278
$350K 0.02%
3,331
+194
279
$348K 0.02%
4,449
+749
280
$346K 0.02%
1,589
+84
281
$345K 0.02%
4,863
+277
282
$345K 0.02%
292
-15
283
$344K 0.02%
934
-62
284
$343K 0.02%
2,030
-336
285
$340K 0.02%
1,459
+83
286
$340K 0.02%
1,460
-184
287
$340K 0.02%
5,497
+479
288
$339K 0.02%
4,785
+572
289
$338K 0.02%
9,871
-1,770
290
$336K 0.02%
10,436
+4,912
291
$334K 0.02%
4,391
-672
292
$333K 0.02%
1,901
+1,023
293
$332K 0.02%
1,944
+131
294
$331K 0.02%
+8,000
295
$331K 0.02%
1,478
+283
296
$329K 0.02%
2,150
-44
297
$326K 0.02%
4,963
298
$323K 0.02%
1,463
+55
299
$320K 0.02%
9,545
+3,770
300
$317K 0.02%
2,996
-170
10 11
12
13 14