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
76
$3.8M 0.18%
61,370
-1,837
77
$3.8M 0.18%
13,179
+4,163
78
$3.79M 0.18%
64,315
-2,958
79
$3.75M 0.18%
57,128
+20,161
80
$3.71M 0.18%
88,963
+10,248
81
$3.68M 0.18%
18,381
+1,058
82
$3.67M 0.18%
21,915
+3,213
83
$3.66M 0.18%
15,374
+966
84
$3.56M 0.17%
+119,505
85
$3.51M 0.17%
11,489
+5,638
86
$3.43M 0.16%
5,800
87
$3.43M 0.16%
12,708
+413
88
$3.4M 0.16%
100,170
-13,152
89
$3.3M 0.16%
5,593
+2,042
90
$3.27M 0.16%
24,621
+2,869
91
$3.21M 0.15%
35,768
+4,969
92
$3.18M 0.15%
20,044
+3,162
93
$3.16M 0.15%
32,779
+10,608
94
$3.15M 0.15%
32,081
+15,802
95
$3.13M 0.15%
84,518
-34,123
96
$3.12M 0.15%
4,912
+1,714
97
$3.09M 0.15%
7,207
-462
98
$3.04M 0.15%
42,336
+5,065
99
$3M 0.14%
11,340
+7,610
100
$2.89M 0.14%
9,238
+1,451
2 3
4
5 6