EFM

E Fund Management Portfolio holdings

AUM $2.1B
1-Year Est. Return 23.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$20.2M
3
+$16M
4
STAA icon
STAAR Surgical
STAA
+$10.7M
5
ZLAB icon
Zai Lab
ZLAB
+$7.74M

Top Sells

1
+$21.9M
2
+$10.8M
3
+$10.3M
4
LI icon
Li Auto
LI
+$8.53M
5
BZ icon
Kanzhun
BZ
+$8.18M

Sector Composition

1 Consumer Discretionary 36.91%
2 Technology 25.51%
3 Communication Services 14.94%
4 Healthcare 9.44%
5 Real Estate 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-11,207
352
– –
-11,085
353
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-8,055
354
– –
-6,508
355
– –
-286,966
356
– –
-1,347
357
– –
-31,961
358
– –
-9,252
359
– –
-7,030
360
– –
-3,149
361
– –
-101
362
– –
-1,447
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