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
101
$2.28M 0.11%
3,198
+929
102
$2.26M 0.11%
7,787
+2,967
103
$2.18M 0.11%
9,016
-1,809
104
$2.14M 0.11%
8,658
+105
105
$2.1M 0.11%
9,304
+2,260
106
$2.09M 0.11%
22,171
+5,998
107
$2.06M 0.1%
6,983
+1,816
108
$2.05M 0.1%
54,616
+12,877
109
$2.03M 0.1%
16,882
+6,467
110
$2.02M 0.1%
8,760
+1,060
111
$1.96M 0.1%
3,424
+2,970
112
$1.94M 0.1%
3,230
+77
113
$1.91M 0.1%
5,260
+1,804
114
$1.86M 0.09%
71,124
-5,527
115
$1.86M 0.09%
33,648
-5,353
116
$1.85M 0.09%
3,551
+1,020
117
$1.83M 0.09%
45,707
+17,506
118
$1.8M 0.09%
903
+121
119
$1.78M 0.09%
6,880
+4,894
120
$1.71M 0.09%
8,250
+2,185
121
$1.71M 0.09%
5,851
+1,434
122
$1.69M 0.08%
69,431
123
$1.63M 0.08%
4,952
+1,213
124
$1.59M 0.08%
4,919
+2,097
125
$1.57M 0.08%
11,017
+8,114
3 4
5
6 7