EFM
E Fund Management Portfolio holdings
AUM
$2.1B
1-Year Est. Return
23.31%
1 Year Est. Return
+23.31%
AUM
$2.1B
AUM Growth
+$4.5M
(+0.21%)
Holding
429
Top Buys
| 1 | +$20M | |
| 2 | +$19.8M | |
| 3 | +$19.6M | |
| 4 |
SPDR Gold Trust
GLD
|
+$19.6M |
| 5 |
Invesco DB Oil Fund
DBO
|
+$11M |
Top Sells
| 1 | +$70.4M | |
| 2 | +$37.4M | |
| 3 | +$18.8M | |
| 4 |
Microsoft
MSFT
|
+$13.6M |
| 5 |
Applied Materials
AMAT
|
+$11.3M |
Sector Composition
| 1 | Technology | 43.87% |
| 2 | Consumer Discretionary | 23.94% |
| 3 | Communication Services | 11.36% |
| 4 | Healthcare | 5.11% |
| 5 | Financials | 3.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Tradeweb Markets
TW
$23.1B
| – | – |
-9,633
|
|
||
427
United Parcel Service
UPS
$73.7B
| – | – |
-1,881
|
|
||
|
VERV
428
DELISTED
Verve Therapeutics
VERV
| – | – |
-10,522
|
|
||
429
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.76B
| – | – |
-5,139
|
|