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
376
$124K 0.01%
24,667
+2,628
377
$122K 0.01%
+10,288
378
$122K 0.01%
13,720
+1,968
379
$120K 0.01%
16,831
-1,222
380
$104K 0.01%
+15,993
381
$102K ﹤0.01%
10,208
382
$102K ﹤0.01%
+11,911
383
$97.2K ﹤0.01%
14,567
+3,513
384
$93.9K ﹤0.01%
15,670
+4,290
385
$93.3K ﹤0.01%
+12,827
386
$91.3K ﹤0.01%
30,331
-8,569
387
$88.3K ﹤0.01%
11,136
-140
388
$82.4K ﹤0.01%
+10,498
389
$80.9K ﹤0.01%
12,252
+1,951
390
$70.5K ﹤0.01%
+83,069
391
$67.1K ﹤0.01%
13,427
+2,268
392
$50.5K ﹤0.01%
10,383
+145
393
$50.2K ﹤0.01%
19,165
+1,511
394
$48.1K ﹤0.01%
+10,522
395
$37.1K ﹤0.01%
19,311
+6,595
396
$30.6K ﹤0.01%
18,236
-3,966
397
$29.2K ﹤0.01%
17,133
+788
398
$7.81K ﹤0.01%
898
399
– –
-15,447
400
– –
-74,843
14 15
16
17 18