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
301
$200K 0.01%
424
-30
302
$200K 0.01%
8,713
-6,769
303
$199K 0.01%
14,790
+858
304
$191K 0.01%
15,588
-1,585
305
$190K 0.01%
38,437
-1,208
306
$190K 0.01%
17,299
+1,419
307
$188K 0.01%
6,310
+1,637
308
$188K 0.01%
10,037
-6,691
309
$184K 0.01%
55,703
+14,327
310
$156K 0.01%
22,741
-1,846
311
$148K 0.01%
13,749
-3,226
312
$145K 0.01%
10,867
+103
313
$143K 0.01%
21,417
-5,694
314
$138K 0.01%
3,465
-230
315
$131K 0.01%
1,630
+34
316
$129K 0.01%
+12,601
317
$124K 0.01%
29,334
-1,952
318
$121K 0.01%
62,580
-1,845
319
$114K 0.01%
11,886
-408
320
$113K 0.01%
1,103
+229
321
$106K 0.01%
10,774
-533
322
$95K 0.01%
21,450
+4,701
323
$93K 0.01%
1,282
+228
324
$89K 0.01%
+13,060
325
$87K 0.01%
14,089
+3,198
11 12
13
14 15