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
$2.09B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$17M
3
+$15.1M
4
AMZN icon
Amazon
AMZN
+$13.7M
5
META icon
Meta Platforms (Facebook)
META
+$13.3M

Top Sells

1
+$95M
2
+$15.8M
3
+$10.2M
4
TME icon
Tencent Music
TME
+$10M
5
TSM icon
TSMC
TSM
+$8.26M

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
AMAT icon
26
Applied Materials
AMAT
$206B
$13.9M 0.66%
95,509
+3,682
AMD icon
27
Advanced Micro Devices
AMD
$343B
$11.6M 0.55%
112,895
+46,439
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.08T
$11.3M 0.54%
21,233
+5,587
PLTR icon
29
Palantir
PLTR
$438B
$10.8M 0.52%
128,185
+60,052
JPM icon
30
JPMorgan Chase
JPM
$867B
$9.77M 0.47%
39,834
+6,093
QCOM icon
31
Qualcomm
QCOM
$191B
$9.65M 0.46%
62,812
+17,266
ADBE icon
32
Adobe
ADBE
$149B
$9.48M 0.45%
24,727
+6,690
SPY icon
33
SPDR S&P 500 ETF Trust
SPY
$714B
$9.47M 0.45%
16,922
-1,052
V icon
34
Visa
V
$671B
$9.32M 0.45%
26,601
+8,021
LLY icon
35
Eli Lilly
LLY
$920B
$8.85M 0.42%
10,712
+1,442
ATHM icon
36
Autohome
ATHM
$2.87B
$8.75M 0.42%
315,787
-73,427
LIN icon
37
Linde
LIN
$194B
$8.51M 0.41%
18,268
+7,466
TMUS icon
38
T-Mobile US
TMUS
$218B
$8.14M 0.39%
30,538
+15,542
CRM icon
39
Salesforce
CRM
$246B
$8.05M 0.38%
29,981
-8,103
YUMC icon
40
Yum China
YUMC
$17.2B
$8.01M 0.38%
153,800
-68,943
INTU icon
41
Intuit
INTU
$187B
$7.99M 0.38%
13,013
+1,532
PEP icon
42
PepsiCo
PEP
$206B
$7.92M 0.38%
52,812
+21,612
MA icon
43
Mastercard
MA
$514B
$7.74M 0.37%
14,127
+2,147
TXN icon
44
Texas Instruments
TXN
$163B
$7.59M 0.36%
42,254
+4,971
IBM icon
45
IBM
IBM
$289B
$7.25M 0.35%
29,139
+2,269
BSX icon
46
Boston Scientific
BSX
$137B
$7.22M 0.34%
71,560
-15,288
ORCL icon
47
Oracle
ORCL
$546B
$7.17M 0.34%
51,252
+3,834
ISRG icon
48
Intuitive Surgical
ISRG
$192B
$7.09M 0.34%
14,318
+5,620
INTC icon
49
Intel
INTC
$180B
$6.99M 0.33%
307,823
+167,477
XOM icon
50
Exxon Mobil
XOM
$501B
$6.73M 0.32%
56,549
+8,427
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