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
$1.37B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$13.5M
3
+$13.1M
4
MRVL icon
Marvell Technology
MRVL
+$11.4M
5
TSM icon
TSMC
TSM
+$10.4M

Top Sells

1
+$24.2M
2
+$19.1M
3
+$15.6M
4
ZLAB icon
Zai Lab
ZLAB
+$7.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.55M

Sector Composition

1 Consumer Discretionary 36.1%
2 Technology 29.22%
3 Communication Services 14%
4 Healthcare 8.72%
5 Real Estate 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$389K 0.03%
46,585
+6,330
177
$387K 0.03%
1,599
-3,933
178
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181
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183
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62,188
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184
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185
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188
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189
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190
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198
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$366K 0.03%
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200
$362K 0.03%
3,377
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