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
126
$1.56M 0.08%
10,227
+2,166
127
$1.55M 0.08%
45,623
-5,757
128
$1.49M 0.07%
16,279
+4,043
129
$1.41M 0.07%
6,137
-5,068
130
$1.37M 0.07%
54,935
+859
131
$1.33M 0.07%
2,243
+1,369
132
$1.32M 0.07%
2,729
+365
133
$1.3M 0.07%
18,910
-14,922
134
$1.27M 0.06%
30,592
+7,939
135
$1.26M 0.06%
24,043
+4,083
136
$1.26M 0.06%
18,177
-2,068
137
$1.22M 0.06%
14,345
+3,224
138
$1.22M 0.06%
15,892
+3,948
139
$1.21M 0.06%
+3,730
140
$1.15M 0.06%
19,302
+4,835
141
$1.05M 0.05%
19,193
+4,195
142
$1.03M 0.05%
603
-74
143
$1.02M 0.05%
5,602
+1,320
144
$1.02M 0.05%
6,760
+3,139
145
$1.02M 0.05%
7,441
-1,446
146
$1M 0.05%
4,481
+1,092
147
$999K 0.05%
9,138
+2,914
148
$997K 0.05%
17,388
+4,774
149
$983K 0.05%
12,435
-6,300
150
$951K 0.05%
14,462
+1,666
4 5
6
7 8