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
176
$465K 0.03%
13,069
+2,914
177
$458K 0.03%
7,657
-3,341
178
$456K 0.03%
73,585
+17,193
179
$453K 0.03%
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+533
180
$453K 0.03%
12,283
-5,127
181
$448K 0.03%
7,426
-11,872
182
$446K 0.03%
13,394
-1,358
183
$444K 0.03%
12,023
+149
184
$439K 0.03%
1,402
-117
185
$437K 0.03%
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-44
186
$431K 0.03%
37,687
-7,209
187
$430K 0.03%
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-1,201
188
$429K 0.03%
2,118
-226
189
$426K 0.03%
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+1,162
190
$424K 0.03%
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$423K 0.03%
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192
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193
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194
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22,195
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195
$406K 0.03%
29,016
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196
$403K 0.03%
11,096
+3,037
197
$403K 0.03%
2,973
+608
198
$401K 0.03%
13,922
+2,514
199
$396K 0.03%
877
+8
200
$377K 0.02%
+9,211
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