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
$3.37B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1 +$483M
2 +$247M
3 +$186M
4
TSM icon
TSMC
TSM
+$179M
5
MSFT icon
Microsoft
MSFT
+$143M

Top Sells

No sells this quarter

Sector Composition

1 Technology 52.03%
2 Consumer Discretionary 19.21%
3 Communication Services 9.64%
4 Healthcare 4.63%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ALLO icon
476
Allogene Therapeutics
ALLO
$792M
$86.6K ﹤0.01%
+35,492
PURR
477
Hyperliquid Strategies Inc
PURR
$795M
$85K ﹤0.01%
+16,691
VNDA icon
478
Vanda Pharmaceuticals
VNDA
$430M
$80.2K ﹤0.01%
+11,603
LXEO icon
479
Lexeo Therapeutics
LXEO
$512M
$72.8K ﹤0.01%
+12,683
VSTM icon
480
Verastem
VSTM
$578M
$72.7K ﹤0.01%
+13,717
ABUS icon
481
Arbutus Biopharma
ABUS
$930M
$69.5K ﹤0.01%
+15,443
MYGN icon
482
Myriad Genetics
MYGN
$480M
$66.2K ﹤0.01%
+14,709
OCGN icon
483
Ocugen
OCGN
$653M
$64.4K ﹤0.01%
+35,562
RCKT icon
484
Rocket Pharmaceuticals
RCKT
$427M
$63.5K ﹤0.01%
+17,751
MDXG icon
485
MiMedx Group
MDXG
$508M
$61.4K ﹤0.01%
+15,543
AKBA icon
486
Akebia Therapeutics
AKBA
$378M
$57.2K ﹤0.01%
+41,119
AVXL icon
487
Anavex Life Sciences
AVXL
$337M
$55.5K ﹤0.01%
+18,070
IVVD icon
488
Invivyd
IVVD
$492M
$50.1K ﹤0.01%
+38,502
CATX icon
489
Perspective Therapeutics
CATX
$479M
$48.7K ﹤0.01%
+11,667