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
$1.37B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$13.5M
3
+$13.1M
4
MRVL icon
Marvell Technology
MRVL
+$11.4M
5
TSM icon
TSMC
TSM
+$10.4M

Top Sells

1
+$24.2M
2
+$19.1M
3
+$15.6M
4
ZLAB icon
Zai Lab
ZLAB
+$7.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.55M

Sector Composition

1 Consumer Discretionary 36.1%
2 Technology 29.22%
3 Communication Services 14%
4 Healthcare 8.72%
5 Real Estate 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.9M 0.8%
27,329
+24,559
27
$10.9M 0.8%
1,335,355
+55,572
28
$9.36M 0.68%
300,178
+14,866
29
$8.98M 0.66%
86,954
-4,928
30
$8.86M 0.65%
180,971
+50,430
31
$8.5M 0.62%
66,594
-189,618
32
$7.25M 0.53%
34,929
+2,195
33
$5.47M 0.4%
52,769
-3,371
34
$5.28M 0.39%
82,240
+3,230
35
$5.27M 0.38%
50,643
-34,172
36
$5.08M 0.37%
23,969
-1,745
37
$4.22M 0.31%
80,808
+684
38
$4.02M 0.29%
159,850
-4,574
39
$3.48M 0.25%
9,019
-51
40
$3.45M 0.25%
92,405
-13,443
41
$3.45M 0.25%
88,235
-13,001
42
$3.32M 0.24%
17,850
+147
43
$3.23M 0.24%
+31,628
44
$2.83M 0.21%
87,434
-7,598
45
$2.75M 0.2%
82,587
-222,452
46
$2.7M 0.2%
14,832
-922
47
$2.66M 0.19%
81,487
+890
48
$2.65M 0.19%
54,913
-395,663
49
$2.63M 0.19%
56,219
+15,667
50
$2.63M 0.19%
43,610
+18,896
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