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
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
– –
-4,317
308
– –
-13,939
309
– –
-40,325
310
– –
-21,535
311
– –
-12,010
312
– –
-45,010
313
– –
-5,852
314
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-2,526
315
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-6,971
316
– –
-11,929
317
– –
-2,144
318
– –
-1,091
319
– –
-2,405
320
– –
-11,535
321
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-83,775
322
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-10,709
323
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-19,373
324
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-11,172
325
– –
-11,463
10 11 12
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