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
126
$599K 0.04%
6,493
-2,072
127
$599K 0.04%
+8,627
128
$598K 0.04%
19,531
+4,238
129
$596K 0.04%
14,769
-1,326
130
$593K 0.04%
4,354
-334
131
$592K 0.04%
9,460
+303
132
$587K 0.04%
5,388
+616
133
$574K 0.04%
9,960
-1,082
134
$568K 0.04%
11,871
+2,467
135
$564K 0.04%
24,172
+14,744
136
$560K 0.04%
19,532
+7,877
137
$560K 0.04%
8,835
-1,125
138
$558K 0.04%
4,495
+808
139
$549K 0.03%
7,421
+1,583
140
$549K 0.03%
48,860
+12,569
141
$548K 0.03%
1,409
-163
142
$547K 0.03%
1,577
+8
143
$545K 0.03%
4,578
144
$544K 0.03%
3,715
+36
145
$543K 0.03%
66,738
-10,112
146
$540K 0.03%
1,489
-119
147
$540K 0.03%
4,096
-89
148
$534K 0.03%
2,306
-21
149
$533K 0.03%
54,094
-2,638
150
$532K 0.03%
17,178
+3,130
4 5
6
7 8