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
151
$1.23M 0.06%
27,892
+13,481
152
$1.2M 0.06%
19,754
+1,577
153
$1.19M 0.06%
24,642
+7,254
154
$1.18M 0.06%
3,977
+1,966
155
$1.18M 0.06%
9,237
+2,477
156
$1.17M 0.06%
+28,212
157
$1.16M 0.06%
2,490
+981
158
$1.16M 0.06%
16,329
+8,132
159
$1.14M 0.05%
2,175
-68
160
$1.09M 0.05%
14,854
+7,934
161
$1.08M 0.05%
37,945
+7,353
162
$1.05M 0.05%
7,295
+3,588
163
$1.05M 0.05%
+7,904
164
$1.04M 0.05%
13,643
+785
165
$1.03M 0.05%
15,056
+5,231
166
$1.02M 0.05%
9,262
+1,821
167
$1.02M 0.05%
4,914
+2,449
168
$1.01M 0.05%
3,290
+655
169
$1.01M 0.05%
11,607
+6,174
170
$1M 0.05%
51,391
-3,544
171
$1,000K 0.05%
32,855
+16,427
172
$989K 0.05%
6,991
+1,282
173
$975K 0.05%
5,893
+2,924
174
$969K 0.05%
6,045
+1,778
175
$950K 0.05%
515
-388
5 6
7
8 9