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
101
$2.78M 0.13%
5,590
+680
102
$2.6M 0.12%
9,933
+2,950
103
$2.59M 0.12%
4,745
+1,321
104
$2.53M 0.12%
1,296
+693
105
$2.46M 0.12%
36,300
+16,998
106
$2.45M 0.12%
54,103
+8,396
107
$2.43M 0.12%
25,425
+12,990
108
$2.31M 0.11%
9,899
+3,019
109
$2.31M 0.11%
11,230
+5,628
110
$2.3M 0.11%
23,285
+18,802
111
$2.25M 0.11%
11,825
+3,575
112
$2.15M 0.1%
10,460
+1,700
113
$2.05M 0.1%
6,210
+950
114
$2.03M 0.1%
8,919
+261
115
$2M 0.1%
10,926
+6,308
116
$1.97M 0.09%
71,863
+4,795
117
$1.94M 0.09%
+21,300
118
$1.85M 0.09%
68,644
+4,076
119
$1.83M 0.09%
13,387
+3,160
120
$1.82M 0.09%
27,818
+13,473
121
$1.78M 0.09%
8,842
+4,361
122
$1.77M 0.08%
23,073
+7,181
123
$1.75M 0.08%
3,102
-128
124
$1.75M 0.08%
6,060
+3,887
125
$1.74M 0.08%
+13,346
3 4
5
6 7