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
76
$3.23M 0.16%
12,382
+2,748
77
$3.12M 0.16%
71,287
+60,503
78
$3.06M 0.15%
30,799
+12,289
79
$3.06M 0.15%
36,378
+8,780
80
$3.03M 0.15%
41,934
-32,016
81
$3.03M 0.15%
107,704
-17,489
82
$3.01M 0.15%
+44,844
83
$2.98M 0.15%
23,630
+21,391
84
$2.94M 0.15%
76,087
+4,421
85
$2.93M 0.15%
31,774
+3,000
86
$2.89M 0.15%
12,295
-342
87
$2.89M 0.15%
17,323
+5,089
88
$2.81M 0.14%
140,346
+38,850
89
$2.77M 0.14%
25,029
-20,471
90
$2.73M 0.14%
43,919
+16,366
91
$2.71M 0.14%
18,702
+7,118
92
$2.7M 0.14%
67,068
+12,776
93
$2.62M 0.13%
37,271
+13,451
94
$2.6M 0.13%
7,598
+2,126
95
$2.59M 0.13%
6,436
+1,031
96
$2.57M 0.13%
36,967
+19,562
97
$2.55M 0.13%
4,910
-732
98
$2.46M 0.12%
21,752
+8,535
99
$2.41M 0.12%
5,214
+2,379
100
$2.33M 0.12%
469
+106
2 3
4
5 6