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
176
$764K 0.04%
9,825
+2,899
177
$761K 0.04%
16,024
+4,682
178
$756K 0.04%
+5,483
179
$748K 0.04%
6,363
+2,187
180
$743K 0.04%
4,267
+1,043
181
$736K 0.04%
15,386
+3,477
182
$727K 0.04%
2,355
-508
183
$718K 0.04%
6,231
+2,078
184
$714K 0.04%
1,509
+204
185
$710K 0.04%
5,065
+1,237
186
$710K 0.04%
26,747
-17,417
187
$709K 0.04%
23,554
+1,711
188
$698K 0.04%
7,565
+1,821
189
$656K 0.03%
1,913
+445
190
$649K 0.03%
3,964
-1,131
191
$649K 0.03%
19,878
+7,131
192
$634K 0.03%
1,658
-3,762
193
$629K 0.03%
+2,173
194
$625K 0.03%
36,469
+11,351
195
$614K 0.03%
1,704
+704
196
$611K 0.03%
10,811
+4,100
197
$607K 0.03%
18,890
+4,701
198
$600K 0.03%
45,559
+25,721
199
$599K 0.03%
4,758
200
$599K 0.03%
50,647
+8,535
6 7
8
9 10