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
$1.58B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.7M
3
+$1.76M
4
HSAI
Hesai Group
HSAI
+$1.67M
5
GPCR icon
Structure Therapeutics
GPCR
+$1.64M

Top Sells

1
+$23.4M
2
+$14M
3
+$8.84M
4
PDD icon
Pinduoduo
PDD
+$8.79M
5
AAPL icon
Apple
AAPL
+$4.77M

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
301
$96.7K 0.01%
3,503
+154
302
$95.3K 0.01%
23,361
+6,673
303
$94.8K 0.01%
10,476
-6,489
304
$90.6K 0.01%
+15,411
305
$81.3K 0.01%
+10,192
306
$64.1K ﹤0.01%
898
307
– –
-11,172
308
– –
-4,008
309
– –
-26,843
310
– –
-15,728
311
– –
-3,962
312
– –
-12,010
313
– –
-11,463
314
– –
-4,317
315
– –
-13,939
316
– –
-40,325
317
– –
-21,535
318
– –
-45,010
319
– –
-5,852
320
– –
-2,526
321
– –
-6,971
322
– –
-11,929
323
– –
-2,144
324
– –
-1,091
325
– –
-2,405
10 11 12
13
14