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
$1.37B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$13.5M
3
+$13.1M
4
MRVL icon
Marvell Technology
MRVL
+$11.4M
5
TSM icon
TSMC
TSM
+$10.4M

Top Sells

1
+$24.2M
2
+$19.1M
3
+$15.6M
4
ZLAB icon
Zai Lab
ZLAB
+$7.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.55M

Sector Composition

1 Consumer Discretionary 36.1%
2 Technology 29.22%
3 Communication Services 14%
4 Healthcare 8.72%
5 Real Estate 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$511K 0.04%
+30,676
127
$509K 0.04%
7,047
+245
128
$505K 0.04%
1,145
+79
129
$504K 0.04%
5,540
-330
130
$498K 0.04%
14,109
-1,016
131
$495K 0.04%
6,016
-10,488
132
$494K 0.04%
4,268
-280
133
$479K 0.04%
12,394
-809
134
$453K 0.03%
3,642
-141
135
$451K 0.03%
79,137
+56,781
136
$450K 0.03%
7,250
-285
137
$449K 0.03%
10,688
+728
138
$449K 0.03%
23,153
-3,650
139
$448K 0.03%
10,705
-682
140
$448K 0.03%
3,416
+232
141
$437K 0.03%
26,379
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142
$436K 0.03%
3,809
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143
$436K 0.03%
17,913
-2,966
144
$429K 0.03%
4,240
-124
145
$428K 0.03%
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-58
146
$426K 0.03%
23,335
+13,121
147
$424K 0.03%
2,115
+287
148
$423K 0.03%
8,732
-2,351
149
$422K 0.03%
6,230
-3,251
150
$421K 0.03%
+87,893
4 5
6
7 8