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
$1.58B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.6M
3
+$1.88M
4
DECK icon
Deckers Outdoor
DECK
+$1.72M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

Top Sells

1
+$20.3M
2
+$12.8M
3
+$10.6M
4
TSM icon
TSMC
TSM
+$9.64M
5
AAPL icon
Apple
AAPL
+$4.98M

Sector Composition

1 Consumer Discretionary 50.26%
2 Technology 23.48%
3 Communication Services 8.85%
4 Real Estate 5.2%
5 Healthcare 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 0.15%
14,207
-1,310
52
$2.2M 0.14%
7,651
-334
53
$2.19M 0.14%
8,336
-507
54
$2.17M 0.14%
4,458
-415
55
$1.93M 0.12%
10,113
+11
56
$1.89M 0.12%
5,377
-351
57
$1.83M 0.12%
58,973
+2,942
58
$1.79M 0.11%
40,914
-4,335
59
$1.77M 0.11%
4,351
-78
60
$1.75M 0.11%
22,380
-2,250
61
$1.72M 0.11%
+15,414
62
$1.71M 0.11%
10,641
-1,265
63
$1.68M 0.11%
8,446
-808
64
$1.65M 0.1%
20,315
-569
65
$1.59M 0.1%
1,811
-22
66
$1.57M 0.1%
10,636
-690
67
$1.55M 0.1%
+3,781
68
$1.53M 0.1%
3,501
+1,207
69
$1.52M 0.1%
+170,914
70
$1.47M 0.09%
2,775
+1,899
71
$1.44M 0.09%
13,682
-611
72
$1.39M 0.09%
6,010
+4,211
73
$1.38M 0.09%
6,564
-737
74
$1.35M 0.09%
50,735
-488
75
$1.34M 0.08%
3,972
-187
1 2
3
4 5