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
376
$125K 0.01%
16,612
-7,226
377
$101K 0.01%
+10,208
378
$99.6K 0.01%
38,900
+9,622
379
$97.9K ﹤0.01%
+10,238
380
$89.7K ﹤0.01%
+10,301
381
$88.8K ﹤0.01%
+11,380
382
$82.5K ﹤0.01%
16,345
+476
383
$80.5K ﹤0.01%
11,159
+1,149
384
$79.2K ﹤0.01%
15,447
+4,086
385
$74.2K ﹤0.01%
16,746
-8,739
386
$72.7K ﹤0.01%
17,654
+6,104
387
$55.4K ﹤0.01%
25,992
+5,629
388
$37.2K ﹤0.01%
14,838
-79
389
$36.2K ﹤0.01%
22,202
+1,612
390
$34K ﹤0.01%
+10,385
391
$31.9K ﹤0.01%
10,399
-403
392
$30.9K ﹤0.01%
+17,844
393
$25.4K ﹤0.01%
+24,853
394
$24.2K ﹤0.01%
+12,716
395
$13.4K ﹤0.01%
898
396
– –
-1,268
397
– –
-51,227
398
– –
-4,149
399
– –
-11,807
400
– –
-2,649
13 14 15
16
17