EFM

E Fund Management Portfolio holdings

AUM $3.37B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$18.5M
3
+$17.6M
4
AMZN icon
Amazon
AMZN
+$15.6M
5
META icon
Meta Platforms (Facebook)
META
+$14.9M

Top Sells

1
+$92.1M
2
+$15.6M
3
+$9.67M
4
YMM icon
Full Truck Alliance
YMM
+$9.6M
5
TME icon
Tencent Music
TME
+$8.7M

Sector Composition

1 Technology 37.79%
2 Consumer Discretionary 26.64%
3 Communication Services 10.64%
4 Healthcare 6.89%
5 Financials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.9M 0.66%
95,509
+3,682
27
$11.6M 0.55%
112,895
+46,439
28
$11.3M 0.54%
21,233
+5,587
29
$10.8M 0.52%
128,185
+60,052
30
$9.77M 0.47%
39,834
+6,093
31
$9.65M 0.46%
62,812
+17,266
32
$9.48M 0.45%
24,727
+6,690
33
$9.47M 0.45%
16,922
-1,052
34
$9.32M 0.45%
26,601
+8,021
35
$8.85M 0.42%
10,712
+1,442
36
$8.75M 0.42%
315,787
-73,427
37
$8.51M 0.41%
18,268
+7,466
38
$8.14M 0.39%
30,538
+15,542
39
$8.05M 0.38%
29,981
-8,103
40
$8.01M 0.38%
153,800
-68,943
41
$7.99M 0.38%
13,013
+1,532
42
$7.92M 0.38%
52,812
+21,612
43
$7.74M 0.37%
14,127
+2,147
44
$7.59M 0.36%
42,254
+4,971
45
$7.25M 0.35%
29,139
+2,269
46
$7.22M 0.34%
71,560
-15,288
47
$7.17M 0.34%
51,252
+3,834
48
$7.09M 0.34%
14,318
+5,620
49
$6.99M 0.33%
307,823
+167,477
50
$6.73M 0.32%
56,549
+8,427
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