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

Top Buys

1
+$22.7M
2
+$17M
3
+$15.1M
4
AMZN icon
Amazon
AMZN
+$13.7M
5
META icon
Meta Platforms (Facebook)
META
+$13.3M

Top Sells

1
+$95M
2
+$15.8M
3
+$10.2M
4
TME icon
Tencent Music
TME
+$10M
5
TSM icon
TSMC
TSM
+$8.26M

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
UNH icon
51
UnitedHealth
UNH
$330B
$6.54M 0.31%
12,478
+1,844
NOW icon
52
ServiceNow
NOW
$190B
$6.44M 0.31%
8,091
-2,527
ACN icon
53
Accenture
ACN
$150B
$6.08M 0.29%
19,499
+1,321
ABBV icon
54
AbbVie
ABBV
$410B
$6.06M 0.29%
28,900
+2,365
AMGN icon
55
Amgen
AMGN
$163B
$6.02M 0.29%
19,338
+6,956
JOYY
56
JOYY Inc
JOYY
$3.03B
$5.95M 0.28%
141,681
-15,007
SMMT icon
57
Summit Therapeutics
SMMT
$14.9B
$5.7M 0.27%
295,617
-682
JNJ icon
58
Johnson & Johnson
JNJ
$467B
$5.44M 0.26%
32,801
+4,425
ADI icon
59
Analog Devices
ADI
$121B
$5.31M 0.25%
26,337
+10,157
PANW icon
60
Palo Alto Networks
PANW
$143B
$5.28M 0.25%
30,964
+9,138
GILD icon
61
Gilead Sciences
GILD
$153B
$5.22M 0.25%
46,594
+14,820
PG icon
62
Procter & Gamble
PG
$356B
$5.19M 0.25%
30,433
+4,695
MU icon
63
Micron Technology
MU
$232B
$5.16M 0.25%
59,355
+22,977
WMT icon
64
Walmart
WMT
$853B
$5.02M 0.24%
57,233
-3,785
IQ icon
65
iQIYI
IQ
$2.12B
$4.95M 0.24%
2,191,662
-476,096
VRTX icon
66
Vertex Pharmaceuticals
VRTX
$107B
$4.79M 0.23%
9,884
+3,448
HD icon
67
Home Depot
HD
$387B
$4.72M 0.23%
12,877
+1,874
LRCX icon
68
Lam Research
LRCX
$182B
$4.34M 0.21%
59,713
+17,779
BKNG icon
69
Booking.com
BKNG
$167B
$4.28M 0.2%
929
+460
WB icon
70
Weibo
WB
$2.77B
$4.27M 0.2%
450,911
-7,295
CDNS icon
71
Cadence Design Systems
CDNS
$89.8B
$4.12M 0.2%
16,192
+3,985
CMCSA icon
72
Comcast
CMCSA
$109B
$3.93M 0.19%
106,586
+51,970
CRWD icon
73
CrowdStrike
CRWD
$126B
$3.9M 0.19%
11,063
+3,465
HON icon
74
Honeywell
HON
$131B
$3.88M 0.19%
18,343
+9,039
KO icon
75
Coca-Cola
KO
$295B
$3.84M 0.18%
53,627
+9,708
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3
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