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
176
$943K 0.05%
21,793
+6,687
177
$926K 0.04%
2,795
+440
178
$920K 0.04%
3,250
+1,592
179
$897K 0.04%
12,744
180
$888K 0.04%
4,183
+2,267
181
$873K 0.04%
6,175
+58
182
$865K 0.04%
12,238
-2,224
183
$855K 0.04%
5,411
+313
184
$839K 0.04%
63,682
+18,123
185
$822K 0.04%
9,282
+2,964
186
$812K 0.04%
+34,800
187
$798K 0.04%
8,043
-2,974
188
$794K 0.04%
21,511
+6,456
189
$789K 0.04%
19,385
+5,705
190
$775K 0.04%
76,800
191
$773K 0.04%
3,894
+2,076
192
$734K 0.04%
16,024
193
$726K 0.03%
67,673
+33,136
194
$718K 0.03%
1,398
+492
195
$704K 0.03%
111,601
+86,923
196
$677K 0.03%
3,304
-2,833
197
$670K 0.03%
16,996
-6,558
198
$669K 0.03%
1,595
-1,134
199
$663K 0.03%
10,384
-5,002
200
$662K 0.03%
+8,400
6 7
8
9 10