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
351
$221K 0.01%
234
-54
352
$219K 0.01%
+4,195
353
$217K 0.01%
+12,481
354
$215K 0.01%
8,364
+267
355
$214K 0.01%
+1,439
356
$211K 0.01%
+4,703
357
$210K 0.01%
18,053
+1,634
358
$207K 0.01%
14,879
-2,906
359
$207K 0.01%
+892
360
$206K 0.01%
557
-784
361
$204K 0.01%
+878
362
$204K 0.01%
8,250
-1,539
363
$204K 0.01%
9,997
+2,436
364
$204K 0.01%
25,340
+1,219
365
$204K 0.01%
+320
366
$202K 0.01%
+1,873
367
$201K 0.01%
2,925
+976
368
$195K 0.01%
10,628
-7,704
369
$192K 0.01%
37,827
-366
370
$190K 0.01%
24,678
-17,682
371
$167K 0.01%
12,603
+1,583
372
$161K 0.01%
+11,752
373
$143K 0.01%
+11,276
374
$142K 0.01%
22,039
+1,828
375
$139K 0.01%
+11,054
13 14
15
16 17