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
301
$315K 0.02%
2,318
302
$315K 0.02%
4,596
-56
303
$314K 0.02%
1,180
304
$311K 0.01%
18,718
+8,090
305
$310K 0.01%
1,954
+421
306
$310K 0.01%
4,332
-371
307
$309K 0.01%
5,262
+621
308
$308K 0.01%
1,263
+47
309
$308K 0.01%
10,371
+3,979
310
$307K 0.01%
654
+24
311
$305K 0.01%
+71,363
312
$302K 0.01%
34,703
+6,156
313
$301K 0.01%
8,300
+1,100
314
$300K 0.01%
1,061
315
$299K 0.01%
2,450
+577
316
$297K 0.01%
1,091
+33
317
$296K 0.01%
55,925
+13,604
318
$292K 0.01%
11,008
319
$291K 0.01%
964
+36
320
$290K 0.01%
3,505
-20,125
321
$286K 0.01%
+5,396
322
$283K 0.01%
7,012
-2,265
323
$280K 0.01%
+6,924
324
$279K 0.01%
1,853
+33
325
$277K 0.01%
+803
11 12
13
14 15