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
101
$881K 0.06%
1,512
+117
102
$874K 0.06%
7,900
103
$832K 0.05%
9,224
-869
104
$777K 0.05%
4,569
+33
105
$746K 0.05%
4,760
+452
106
$742K 0.05%
2,849
+127
107
$740K 0.05%
2,338
-144
108
$735K 0.05%
11,712
+2,886
109
$732K 0.05%
466
-35
110
$717K 0.05%
22,893
+5,605
111
$705K 0.04%
+352,589
112
$702K 0.04%
1,264
+101
113
$699K 0.04%
11,949
-1,366
114
$682K 0.04%
19,675
-2,384
115
$681K 0.04%
5,609
-221
116
$659K 0.04%
10,735
-1,337
117
$643K 0.04%
8,516
-848
118
$640K 0.04%
1,501
+74
119
$639K 0.04%
3,340
+1,069
120
$634K 0.04%
6,338
+90
121
$632K 0.04%
5,093
-22
122
$622K 0.04%
14,528
-3,080
123
$611K 0.04%
7,316
-4,193
124
$604K 0.04%
42,548
+6,171
125
$603K 0.04%
4,000
-380
3 4
5
6 7