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
$1.58B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.6M
3
+$1.88M
4
DECK icon
Deckers Outdoor
DECK
+$1.72M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

Top Sells

1
+$20.3M
2
+$12.8M
3
+$10.6M
4
TSM icon
TSMC
TSM
+$9.64M
5
AAPL icon
Apple
AAPL
+$4.98M

Sector Composition

1 Consumer Discretionary 50.26%
2 Technology 23.48%
3 Communication Services 8.85%
4 Real Estate 5.2%
5 Healthcare 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.52M 0.35%
130,000
-300,570
27
$5.44M 0.34%
15,377
-1,928
28
$5.08M 0.32%
127,843
+88,157
29
$4.91M 0.31%
8,236
-203
30
$4.84M 0.31%
34,620
-7,537
31
$4.13M 0.26%
132,296
-650,000
32
$4.12M 0.26%
1,342,661
+20,919
33
$4.09M 0.26%
8,607
+2,775
34
$4.05M 0.26%
28,741
-6,311
35
$3.9M 0.25%
77,586
+75
36
$3.84M 0.24%
63,897
+11,138
37
$3.7M 0.23%
25,577
+56
38
$3.65M 0.23%
148,564
39
$3.52M 0.22%
69,671
-5,766
40
$3.5M 0.22%
85,540
41
$3.46M 0.22%
88,558
-4,075
42
$3.39M 0.21%
309,136
+237,453
43
$3.28M 0.21%
14,556
+1,960
44
$3.14M 0.2%
36,771
+6,348
45
$3.12M 0.2%
6,097
-942
46
$3.01M 0.19%
4,820
-364
47
$2.98M 0.19%
4,509
-367
48
$2.66M 0.17%
15,630
-1,180
49
$2.44M 0.15%
14,366
-769
50
$2.4M 0.15%
3,397
-114
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