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
301
$328K 0.02%
1,818
+408
302
$323K 0.02%
+4,586
303
$322K 0.02%
4,652
+1,863
304
$321K 0.02%
+1,813
305
$320K 0.02%
1,533
+678
306
$316K 0.02%
8,738
-135
307
$311K 0.02%
3,137
+908
308
$308K 0.02%
6,633
-2,305
309
$308K 0.02%
5,106
+1,006
310
$307K 0.02%
10,085
-2,785
311
$307K 0.02%
780
-2,194
312
$303K 0.02%
1,934
-1,007
313
$303K 0.02%
7,200
+877
314
$303K 0.02%
85,539
-5,949
315
$302K 0.02%
+1,751
316
$301K 0.02%
11,008
+2,838
317
$297K 0.01%
+1,180
318
$295K 0.01%
5,775
-487
319
$292K 0.01%
39,439
-2,513
320
$292K 0.01%
3,049
+891
321
$289K 0.01%
+1,408
322
$289K 0.01%
3,255
+957
323
$287K 0.01%
5,595
+250
324
$286K 0.01%
42,321
-1,097
325
$282K 0.01%
6,561
+1,415
11 12
13
14 15