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
126
$1.68M 0.08%
28,783
+4,740
127
$1.67M 0.08%
21,531
-3,498
128
$1.66M 0.08%
3,787
-1,427
129
$1.63M 0.08%
14,936
+7,371
130
$1.61M 0.08%
28,385
+12,592
131
$1.58M 0.08%
19,884
+7,585
132
$1.57M 0.07%
53,281
+25,806
133
$1.55M 0.07%
+14,912
134
$1.54M 0.07%
9,978
+4,913
135
$1.48M 0.07%
2,909
+1,088
136
$1.45M 0.07%
12,168
+5,979
137
$1.44M 0.07%
14,815
+7,345
138
$1.43M 0.07%
+9,633
139
$1.42M 0.07%
3,862
+1,949
140
$1.38M 0.07%
+48,532
141
$1.37M 0.07%
14,004
+10,858
142
$1.36M 0.07%
22,113
-16,694
143
$1.32M 0.06%
16,313
+5,787
144
$1.3M 0.06%
14,330
-32,407
145
$1.3M 0.06%
28,180
+13,891
146
$1.29M 0.06%
3,083
+1,016
147
$1.29M 0.06%
37,683
+18,793
148
$1.27M 0.06%
4,000
+1,185
149
$1.26M 0.06%
7,881
+3,917
150
$1.25M 0.06%
32,184
+15,714
4 5
6
7 8