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
$1.99B
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$37.1M
3
+$36.3M
4
AMZN icon
Amazon
AMZN
+$13M
5
AVGO icon
Broadcom
AVGO
+$12.2M

Top Sells

1
+$37.5M
2
+$13.8M
3
+$13.5M
4
AMAT icon
Applied Materials
AMAT
+$7.01M
5
YMM icon
Full Truck Alliance
YMM
+$4.09M

Sector Composition

1 Technology 40.04%
2 Consumer Discretionary 27.82%
3 Communication Services 8.98%
4 Healthcare 6.75%
5 Financials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.18M 0.26%
48,122
+18,240
52
$5.15M 0.26%
68,133
+39,070
53
$4.74M 0.24%
31,200
+9,217
54
$4.72M 0.24%
26,535
+8,194
55
$4.54M 0.23%
8,698
+4,475
56
$4.52M 0.23%
10,802
+3,128
57
$4.38M 0.22%
458,206
+416,690
58
$4.31M 0.22%
25,738
+9,991
59
$4.29M 0.22%
38,807
+30,323
60
$4.28M 0.21%
11,003
+2,265
61
$4.1M 0.21%
28,376
+11,181
62
$4.08M 0.2%
46,737
-5,904
63
$4.02M 0.2%
14,408
+920
64
$3.97M 0.2%
21,826
+6,426
65
$3.92M 0.2%
118,641
-31,914
66
$3.72M 0.19%
7,669
+2,239
67
$3.69M 0.19%
113,322
-3,423
68
$3.67M 0.18%
12,207
+5,746
69
$3.57M 0.18%
5,800
70
$3.46M 0.17%
78,715
+30,190
71
$3.46M 0.17%
64,568
-530
72
$3.44M 0.17%
16,180
+4,386
73
$3.33M 0.17%
67,273
-9,402
74
$3.31M 0.17%
14,996
+3,373
75
$3.29M 0.17%
63,207
-8,819
1 2
3
4 5