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
$1.37B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$13.5M
3
+$13.1M
4
MRVL icon
Marvell Technology
MRVL
+$11.4M
5
TSM icon
TSMC
TSM
+$10.4M

Top Sells

1
+$24.2M
2
+$19.1M
3
+$15.6M
4
ZLAB icon
Zai Lab
ZLAB
+$7.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.55M

Sector Composition

1 Consumer Discretionary 36.1%
2 Technology 29.22%
3 Communication Services 14%
4 Healthcare 8.72%
5 Real Estate 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.08%
5,392
+20
77
$1.11M 0.08%
131,591
+84,321
78
$1.08M 0.08%
409
-37
79
$1.07M 0.08%
4,203
-237
80
$1.07M 0.08%
2,944
-4,528
81
$1.04M 0.08%
6,519
-155
82
$1.04M 0.08%
3,356
-132
83
$1.02M 0.07%
14,682
-926
84
$1.02M 0.07%
2,192
+172
85
$994K 0.07%
4,463
-3,625
86
$956K 0.07%
3,437
-74
87
$952K 0.07%
5,105
+49
88
$929K 0.07%
13,981
+38
89
$925K 0.07%
12,185
-10,070
90
$922K 0.07%
1,950
-58
91
$904K 0.07%
10,791
+40
92
$885K 0.06%
4,251
+15
93
$866K 0.06%
7,900
94
$853K 0.06%
5,506
-159
95
$841K 0.06%
7,671
-303
96
$790K 0.06%
3,902
-1,271
97
$766K 0.06%
6,778
-5,611
98
$763K 0.06%
+1,855
99
$763K 0.06%
+1,863
100
$726K 0.05%
71,478
-86
2 3
4
5 6