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
201
$357K 0.03%
9,340
-264
202
$355K 0.03%
18,867
-10,303
203
$354K 0.03%
9,277
+1,850
204
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2,929
-214
205
$352K 0.03%
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206
$350K 0.03%
4,855
-323
207
$341K 0.02%
3,403
-126
208
$339K 0.02%
16,065
+2,202
209
$338K 0.02%
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-160
210
$337K 0.02%
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211
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212
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213
$322K 0.02%
78,504
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214
$320K 0.02%
12,422
-4,283
215
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217
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218
$312K 0.02%
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219
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220
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221
$303K 0.02%
658
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222
$302K 0.02%
4,381
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223
$301K 0.02%
30,717
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224
$301K 0.02%
3,735
-183
225
$298K 0.02%
8,271
+760
7 8
9
10 11