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
151
$950K 0.05%
2,815
+712
152
$944K 0.05%
5,098
153
$939K 0.05%
7,772
+1,388
154
$930K 0.05%
2,635
-569
155
$925K 0.05%
7,609
-1,107
156
$912K 0.05%
74,843
-996
157
$907K 0.05%
1,821
-170
158
$906K 0.05%
15,793
+3,857
159
$904K 0.05%
5,709
-2,878
160
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12,858
-1,693
161
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27,475
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162
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12,299
+7,873
163
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6,117
+1,795
164
$863K 0.04%
13,680
+3,341
165
$858K 0.04%
10,479
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166
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167
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15,106
-1,470
168
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169
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170
$813K 0.04%
6,189
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171
$802K 0.04%
13,301
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172
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3,941
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173
$777K 0.04%
7,470
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174
$776K 0.04%
19,272
+2,992
175
$775K 0.04%
4,618
+1,029
5 6
7
8 9