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
326
$279K 0.01%
11,848
+1,249
327
$277K 0.01%
+2,569
328
$276K 0.01%
1,505
+481
329
$274K 0.01%
+3,700
330
$273K 0.01%
+1,166
331
$273K 0.01%
+10,785
332
$267K 0.01%
+630
333
$262K 0.01%
6,203
+1,130
334
$258K 0.01%
+1,216
335
$256K 0.01%
+928
336
$254K 0.01%
+522
337
$253K 0.01%
+6,392
338
$251K 0.01%
+6,703
339
$249K 0.01%
5,520
-986
340
$247K 0.01%
+1,671
341
$242K 0.01%
+2,293
342
$242K 0.01%
3,602
-2,419
343
$242K 0.01%
711
+72
344
$239K 0.01%
+5,524
345
$235K 0.01%
+12,236
346
$228K 0.01%
+1,810
347
$225K 0.01%
17,627
+771
348
$223K 0.01%
+2,712
349
$223K 0.01%
23,695
-2,472
350
$223K 0.01%
2,947
-5,483
12 13
14
15 16