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
151
$532K 0.03%
8,476
+60
152
$532K 0.03%
5,519
+1,705
153
$524K 0.03%
21,832
+1,150
154
$522K 0.03%
30,553
-13,457
155
$517K 0.03%
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-177
156
$516K 0.03%
12,256
-2,989
157
$515K 0.03%
18,573
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158
$514K 0.03%
2,262
+1,044
159
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5,244
-505
160
$507K 0.03%
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161
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162
$502K 0.03%
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163
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+27,038
164
$501K 0.03%
18,188
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165
$501K 0.03%
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166
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167
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169
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170
$498K 0.03%
5,168
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171
$495K 0.03%
18,174
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172
$488K 0.03%
16,443
-12,682
173
$470K 0.03%
3,394
-355
174
$466K 0.03%
21,580
+6,986
175
$465K 0.03%
9,494
-855
5 6
7
8 9