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
201
$373K 0.02%
3,189
-348
202
$371K 0.02%
17,290
+5,509
203
$369K 0.02%
+10,385
204
$369K 0.02%
11,380
-1,184
205
$368K 0.02%
2,622
-234
206
$367K 0.02%
10,912
+123
207
$362K 0.02%
2,647
-294
208
$362K 0.02%
+907
209
$357K 0.02%
16,482
-4,678
210
$357K 0.02%
6,786
+105
211
$356K 0.02%
9,913
-1,031
212
$355K 0.02%
4,067
-425
213
$348K 0.02%
4,488
-4,084
214
$345K 0.02%
1,444
-152
215
$342K 0.02%
10,019
-1,088
216
$340K 0.02%
5,494
-571
217
$339K 0.02%
1,143
+5
218
$338K 0.02%
5,012
-484
219
$336K 0.02%
11,197
-1,215
220
$334K 0.02%
6,012
-2,144
221
$322K 0.02%
7,599
-2,624
222
$318K 0.02%
18,913
-7,307
223
$317K 0.02%
1,334
-113
224
$316K 0.02%
+3,191
225
$315K 0.02%
7,949
-516
7 8
9
10 11