EFM

E Fund Management Portfolio holdings

AUM $2.1B
1-Year Est. Return 23.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$19.7M
3
+$19.5M
4
GLD icon
SPDR Gold Trust
GLD
+$19.5M
5
DBO icon
Invesco DB Oil Fund
DBO
+$10.8M

Top Sells

1
+$70.4M
2
+$30.9M
3
+$18.5M
4
MSFT icon
Microsoft
MSFT
+$11.9M
5
AMAT icon
Applied Materials
AMAT
+$9.76M

Sector Composition

1 Technology 43.87%
2 Consumer Discretionary 23.94%
3 Communication Services 11.36%
4 Healthcare 5.11%
5 Financials 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEL icon
176
TE Connectivity
TEL
$61.8B
$948K 0.05%
5,623
-552
MCO icon
177
Moody's
MCO
$83.3B
$936K 0.04%
1,867
-623
LEGN icon
178
Legend Biotech
LEGN
$3.28B
$927K 0.04%
26,132
-74,038
SOHU
179
Sohu.com
SOHU
$489M
$911K 0.04%
68,476
+4,794
WSM icon
180
Williams-Sonoma
WSM
$23.1B
$884K 0.04%
5,411
CSGP icon
181
CoStar Group
CSGP
$20.5B
$880K 0.04%
10,944
-8,940
ODFL icon
182
Old Dominion Freight Line
ODFL
$43.9B
$876K 0.04%
5,397
-496
BPMC
183
DELISTED
Blueprint Medicines
BPMC
$867K 0.04%
6,761
-2,521
SPGI icon
184
S&P Global
SPGI
$135B
$850K 0.04%
1,612
-1,297
MDGL icon
185
Madrigal Pharmaceuticals
MDGL
$9.98B
$829K 0.04%
2,739
-56
FICO icon
186
Fair Isaac
FICO
$35B
$823K 0.04%
450
-65
TEAM icon
187
Atlassian
TEAM
$21.8B
$782K 0.04%
3,850
-333
ZH
188
Zhihu
ZH
$277M
$778K 0.04%
195,463
+82,364
KHC icon
189
Kraft Heinz
KHC
$28.7B
$768K 0.04%
29,740
-3,115
MOMO
190
Hello Group
MOMO
$985M
$762K 0.04%
90,227
-21,374
TGTX icon
191
TG Therapeutics
TGTX
$4.61B
$756K 0.04%
21,009
+4,013
GLW icon
192
Corning
GLW
$116B
$752K 0.04%
14,306
-1,718
TTD icon
193
Trade Desk
TTD
$14.4B
$750K 0.04%
10,420
-1,095
ROIV icon
194
Roivant Sciences
ROIV
$21.3B
$743K 0.04%
65,954
+19,626
TLT icon
195
iShares 20+ Year Treasury Bond ETF
TLT
$44.5B
$725K 0.03%
8,218
-6,112
WBD icon
196
Warner Bros
WBD
$69.4B
$719K 0.03%
62,713
-4,960
LULU icon
197
lululemon athletica
LULU
$20.3B
$704K 0.03%
2,965
-285
BSX icon
198
Boston Scientific
BSX
$108B
$692K 0.03%
6,442
-65,118
DELL icon
199
Dell
DELL
$97.1B
$681K 0.03%
5,556
-965
MPWR icon
200
Monolithic Power Systems
MPWR
$52.5B
$674K 0.03%
922
-59
6 7
8
9 10