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
$2.1B
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$19.8M
3
+$19.6M
4
GLD icon
SPDR Gold Trust
GLD
+$19.6M
5
DBO icon
Invesco DB Oil Fund
DBO
+$11M

Top Sells

1
+$70.4M
2
+$37.4M
3
+$18.8M
4
MSFT icon
Microsoft
MSFT
+$13.6M
5
AMAT icon
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
AMD icon
26
Advanced Micro Devices
AMD
$390B
$17.8M 0.85%
125,768
+12,873
PLTR icon
27
Palantir
PLTR
$431B
$16.8M 0.8%
123,418
-4,767
COST icon
28
Costco
COST
$415B
$14.9M 0.71%
15,005
-2,125
ORCL icon
29
Oracle
ORCL
$790B
$13.9M 0.66%
63,784
+12,532
CSCO icon
30
Cisco
CSCO
$279B
$13.7M 0.65%
197,915
-28,289
NOW icon
31
ServiceNow
NOW
$190B
$11.4M 0.54%
11,095
+3,004
CLS icon
32
Celestica
CLS
$31.5B
$11.1M 0.53%
71,300
+62,900
DBO icon
33
Invesco DB Oil Fund
DBO
$209M
$11M 0.53%
+835,473
INTU icon
34
Intuit
INTU
$185B
$11M 0.52%
13,920
+907
SPY icon
35
SPDR S&P 500 ETF Trust
SPY
$667B
$10M 0.48%
16,209
-713
FUTU icon
36
Futu Holdings
FUTU
$23.4B
$8.77M 0.42%
70,927
-302,246
QCOM icon
37
Qualcomm
QCOM
$180B
$8.73M 0.42%
54,819
-7,993
JPM icon
38
JPMorgan Chase
JPM
$823B
$8.41M 0.4%
28,999
-10,835
ADBE icon
39
Adobe
ADBE
$144B
$8.22M 0.39%
21,238
-3,489
ATHM icon
40
Autohome
ATHM
$3.29B
$8.13M 0.39%
315,151
-636
MU icon
41
Micron Technology
MU
$232B
$7.93M 0.38%
64,320
+4,965
TXN icon
42
Texas Instruments
TXN
$163B
$7.92M 0.38%
38,149
-4,105
LIN icon
43
Linde
LIN
$212B
$7.49M 0.36%
15,962
-2,306
APH icon
44
Amphenol
APH
$156B
$7.42M 0.35%
75,106
+17,978
BRK.B icon
45
Berkshire Hathaway Class B
BRK.B
$1.07T
$7.36M 0.35%
15,159
-6,074
IBM icon
46
IBM
IBM
$264B
$7.23M 0.34%
24,512
-4,627
CRM icon
47
Salesforce
CRM
$242B
$6.91M 0.33%
25,340
-4,641
ISRG icon
48
Intuitive Surgical
ISRG
$164B
$6.86M 0.33%
12,628
-1,690
YUMC icon
49
Yum China
YUMC
$16.3B
$6.82M 0.32%
152,454
-1,346
LLY icon
50
Eli Lilly
LLY
$725B
$6.74M 0.32%
8,649
-2,063
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