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
76
$1.33M 0.08%
2,584
-232
77
$1.26M 0.08%
4,622
-412
78
$1.25M 0.08%
7,649
-619
79
$1.23M 0.08%
348
-45
80
$1.22M 0.08%
12,298
+3,121
81
$1.18M 0.07%
14,085
+1,404
82
$1.17M 0.07%
+28,589
83
$1.12M 0.07%
2,730
+726
84
$1.11M 0.07%
+15,201
85
$1.09M 0.07%
10,032
-3,436
86
$1.09M 0.07%
11,326
-1,272
87
$1.08M 0.07%
6,969
+550
88
$1.06M 0.07%
+11,365
89
$1.05M 0.07%
4,055
+353
90
$1.03M 0.07%
18,944
-7,310
91
$1.01M 0.06%
4,397
-377
92
$998K 0.06%
6,822
+1,915
93
$993K 0.06%
+7,671
94
$993K 0.06%
1,821
+851
95
$989K 0.06%
3,584
+1,631
96
$982K 0.06%
2,754
-92
97
$982K 0.06%
1,865
+235
98
$981K 0.06%
13,550
-1,412
99
$954K 0.06%
4,096
-434
100
$887K 0.06%
3,644
-314
2 3
4
5 6