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
$2.1B
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$19.7M
3
+$19.5M
4
GLD icon
SPDR Gold Trust
GLD
+$19.5M
5
DBO icon
Invesco DB Oil Fund
DBO
+$10.8M

Top Sells

1
+$70.4M
2
+$30.9M
3
+$18.5M
4
MSFT icon
Microsoft
MSFT
+$11.9M
5
AMAT icon
Applied Materials
AMAT
+$9.76M

Sector Composition

1 Technology 43.87%
2 Consumer Discretionary 23.94%
3 Communication Services 11.36%
4 Healthcare 5.11%
5 Financials 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.62M 0.13%
8,122
-720
102
$2.56M 0.12%
4,513
-1,080
103
$2.46M 0.12%
17,188
-4,727
104
$2.4M 0.11%
5,949
-111
105
$2.33M 0.11%
18,783
-4,502
106
$2.33M 0.11%
29,413
-6,355
107
$2.32M 0.11%
10,598
-1,227
108
$2.31M 0.11%
10,352
-878
109
$2.28M 0.11%
3,219
-1,526
110
$2.27M 0.11%
33,675
-2,625
111
$2.27M 0.11%
+11,594
112
$2.2M 0.1%
8,251
-668
113
$2.2M 0.1%
9,149
-750
114
$2.17M 0.1%
7,434
-1,804
115
$2.16M 0.1%
74,738
+56,000
116
$2.16M 0.1%
13,367
+10,036
117
$2M 0.1%
22,244
-3,181
118
$1.95M 0.09%
19,078
-2,453
119
$1.9M 0.09%
43,821
-10,282
120
$1.87M 0.09%
25,122
-2,696
121
$1.74M 0.08%
22,497
+384
122
$1.73M 0.08%
13,810
+423
123
$1.7M 0.08%
2,053
-122
124
$1.63M 0.08%
10,220
-3,126
125
$1.63M 0.08%
20,863
-2,210
3 4
5
6 7