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
326
$275K 0.01%
+1,424
327
$274K 0.01%
2,169
328
$272K 0.01%
5,334
-186
329
$269K 0.01%
11,185
+1,572
330
$266K 0.01%
2,381
+88
331
$265K 0.01%
869
-4,083
332
$265K 0.01%
2,041
-7,097
333
$263K 0.01%
+69
334
$263K 0.01%
1,879
+128
335
$262K 0.01%
4,358
+163
336
$259K 0.01%
2,817
+105
337
$259K 0.01%
1,500
+61
338
$256K 0.01%
+8,750
339
$250K 0.01%
716
+5
340
$246K 0.01%
927
+35
341
$245K 0.01%
3,049
342
$244K 0.01%
+1,590
343
$243K 0.01%
13,553
+1,072
344
$243K 0.01%
6,703
345
$242K 0.01%
542
+20
346
$237K 0.01%
+9,785
347
$234K 0.01%
14,987
+108
348
$230K 0.01%
+18,017
349
$222K 0.01%
12,975
+4,725
350
$219K 0.01%
+11,203
12 13
14
15 16