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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
$1.99B
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$38M
3
+$36.6M
4
AMZN icon
Amazon
AMZN
+$12.2M
5
YUMC icon
Yum China
YUMC
+$10.6M

Top Sells

1
+$45M
2
+$16.1M
3
+$13.2M
4
AMAT icon
Applied Materials
AMAT
+$7.81M
5
TME icon
Tencent Music
TME
+$4.18M

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
401
– –
-280,133
402
– –
-1,842
403
– –
-29,887
404
– –
-1,118,476
405
– –
-5,491
406
– –
-1,268
407
– –
-51,227
408
– –
-4,149
409
– –
-11,807
410
– –
-2,608
411
– –
-262
412
– –
-13,554
413
– –
-11,170
414
– –
-189,432
415
– –
-3,319
416
– –
-6,852
13 14 15 16
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