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
201
$592K 0.03%
16,470
+4,094
202
$591K 0.03%
14,411
+3,629
203
$590K 0.03%
+3,821
204
$590K 0.03%
16,868
+4,116
205
$580K 0.03%
981
+290
206
$570K 0.03%
7,132
+3,202
207
$568K 0.03%
+5,707
208
$568K 0.03%
3,535
+1,053
209
$561K 0.03%
339,994
-13,777
210
$560K 0.03%
2,836
+758
211
$558K 0.03%
26,144
+6,965
212
$554K 0.03%
2,011
+468
213
$553K 0.03%
8,197
+2,161
214
$552K 0.03%
11,744
-1,993
215
$551K 0.03%
6,318
-1,190
216
$548K 0.03%
17,162
+4,046
217
$542K 0.03%
3,707
+874
218
$538K 0.03%
14,289
+3,485
219
$534K 0.03%
150,848
+68,458
220
$526K 0.03%
1,425
+760
221
$524K 0.03%
2,969
+707
222
$505K 0.03%
16,428
+3,943
223
$502K 0.03%
870
+251
224
$501K 0.03%
15,055
+844
225
$500K 0.03%
877
+332
7 8
9
10 11