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

Top Buys

1
+$23.6M
2
+$18.5M
3
+$17.6M
4
AMZN icon
Amazon
AMZN
+$15.6M
5
META icon
Meta Platforms (Facebook)
META
+$14.9M

Top Sells

1
+$92.1M
2
+$15.6M
3
+$9.67M
4
YMM icon
Full Truck Alliance
YMM
+$9.6M
5
TME icon
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
51
$6.54M 0.31%
12,478
+1,844
52
$6.44M 0.31%
40,455
-12,635
53
$6.08M 0.29%
19,499
+1,321
54
$6.06M 0.29%
28,900
+2,365
55
$6.02M 0.29%
19,338
+6,956
56
$5.95M 0.28%
141,681
-15,007
57
$5.7M 0.27%
295,617
-682
58
$5.44M 0.26%
32,801
+4,425
59
$5.31M 0.25%
26,337
+10,157
60
$5.28M 0.25%
30,964
+9,138
61
$5.22M 0.25%
46,594
+14,820
62
$5.19M 0.25%
30,433
+4,695
63
$5.16M 0.25%
59,355
+22,977
64
$5.02M 0.24%
57,233
-3,785
65
$4.95M 0.24%
2,191,662
-476,096
66
$4.79M 0.23%
9,884
+3,448
67
$4.72M 0.23%
12,877
+1,874
68
$4.34M 0.21%
59,713
+17,779
69
$4.28M 0.2%
23,225
+11,500
70
$4.27M 0.2%
450,911
-7,295
71
$4.12M 0.2%
16,192
+3,985
72
$3.93M 0.19%
106,586
+51,970
73
$3.9M 0.19%
11,063
+3,465
74
$3.88M 0.19%
19,462
+9,590
75
$3.84M 0.18%
53,627
+9,708
1 2
3
4 5