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

Top Buys

1
+$42.1M
2
+$37.1M
3
+$36.3M
4
AMZN icon
Amazon
AMZN
+$13M
5
AVGO icon
Broadcom
AVGO
+$12.2M

Top Sells

1
+$37.5M
2
+$13.8M
3
+$13.5M
4
AMAT icon
Applied Materials
AMAT
+$7.01M
5
YMM icon
Full Truck Alliance
YMM
+$4.09M

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
26
$10.7M 0.54%
+222,743
27
$10.5M 0.53%
17,974
+2,095
28
$10.1M 0.51%
389,214
-26,943
29
$9.67M 0.49%
163,323
+46,716
30
$9.35M 0.47%
10,206
+2,773
31
$9.34M 0.47%
10,476
+3,402
32
$8.09M 0.41%
33,741
+11,980
33
$8.03M 0.4%
66,456
+19,532
34
$8.02M 0.4%
18,037
+5,212
35
$7.9M 0.4%
47,418
+15,438
36
$7.76M 0.39%
86,848
+33,274
37
$7.22M 0.36%
11,481
+3,393
38
$7.16M 0.36%
9,270
+3,708
39
$7.09M 0.36%
15,646
+6,061
40
$7M 0.35%
45,546
+13,303
41
$6.99M 0.35%
37,283
+10,656
42
$6.56M 0.33%
156,688
+52,590
43
$6.39M 0.32%
18,178
+5,764
44
$6.31M 0.32%
11,980
+4,166
45
$5.91M 0.3%
26,870
+8,794
46
$5.87M 0.29%
18,580
+7,630
47
$5.51M 0.28%
61,018
+31,661
48
$5.38M 0.27%
10,634
+3,843
49
$5.36M 0.27%
2,667,758
+756,552
50
$5.29M 0.27%
296,299
+15,194
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