EFM
E Fund Management Portfolio holdings
AUM
$2.1B
1-Year Est. Return
23.31%
This Fund
S&P 500
1 Year Est. Return
+23.31%
AUM
$2.09B
AUM Growth
+$101M
(+5.1%)
Holding
437
Top Buys
| 1 | +$23.6M | |
| 2 | +$18.5M | |
| 3 | +$17.6M | |
| 4 |
Amazon
AMZN
|
+$15.6M |
| 5 |
Meta Platforms (Facebook)
META
|
+$14.9M |
Top Sells
| 1 | +$92.1M | |
| 2 | +$15.6M | |
| 3 | +$9.67M | |
| 4 |
Full Truck Alliance
YMM
|
+$9.6M |
| 5 |
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
Applied Materials
AMAT
$275B
| $13.9M | 0.66% |
95,509
+3,682
|
|
||
27
Advanced Micro Devices
AMD
$321B
| $11.6M | 0.55% |
112,895
+46,439
|
|
||
28
Berkshire Hathaway Class B
BRK.B
$1.06T
| $11.3M | 0.54% |
21,233
+5,587
|
|
||
29
Palantir
PLTR
$365B
| $10.8M | 0.52% |
128,185
+60,052
|
|
||
30
JPMorgan Chase
JPM
$772B
| $9.77M | 0.47% |
39,834
+6,093
|
|
||
31
Qualcomm
QCOM
$138B
| $9.65M | 0.46% |
62,812
+17,266
|
|
||
32
Adobe
ADBE
$103B
| $9.48M | 0.45% |
24,727
+6,690
|
|
||
33
State Street SPDR S&P 500 ETF Trust
SPY
$668B
| $9.47M | 0.45% |
16,922
-1,052
|
|
||
34
Visa
V
$596B
| $9.32M | 0.45% |
26,601
+8,021
|
|
||
35
Eli Lilly
LLY
$883B
| $8.85M | 0.42% |
10,712
+1,442
|
|
||
36
Autohome
ATHM
$2.2B
| $8.75M | 0.42% |
315,787
-73,427
|
|
||
37
Linde
LIN
$230B
| $8.51M | 0.41% |
18,268
+7,466
|
|
||
38
T-Mobile US
TMUS
$237B
| $8.14M | 0.39% |
30,538
+15,542
|
|
||
39
Salesforce
CRM
$183B
| $8.05M | 0.38% |
29,981
-8,103
|
|
||
40
Yum China
YUMC
$19.1B
| $8.01M | 0.38% |
153,800
-68,943
|
|
||
41
Intuit
INTU
$125B
| $7.99M | 0.38% |
13,013
+1,532
|
|
||
42
PepsiCo
PEP
$216B
| $7.92M | 0.38% |
52,812
+21,612
|
|
||
43
Mastercard
MA
$453B
| $7.74M | 0.37% |
14,127
+2,147
|
|
||
44
Texas Instruments
TXN
$177B
| $7.59M | 0.36% |
42,254
+4,971
|
|
||
45
IBM
IBM
$234B
| $7.25M | 0.35% |
29,139
+2,269
|
|
||
46
Boston Scientific
BSX
$104B
| $7.22M | 0.34% |
71,560
-15,288
|
|
||
47
Oracle
ORCL
$448B
| $7.17M | 0.34% |
51,252
+3,834
|
|
||
48
Intuitive Surgical
ISRG
$172B
| $7.09M | 0.34% |
14,318
+5,620
|
|
||
49
Intel
INTC
$229B
| $6.99M | 0.33% |
307,823
+167,477
|
|
||
50
Exxon Mobil
XOM
$655B
| $6.73M | 0.32% |
56,549
+8,427
|
|