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
201
$660K 0.03%
26,032
-715
202
$653K 0.03%
18,890
+1,105
203
$644K 0.03%
+123,354
204
$630K 0.03%
11,515
+5,152
205
$630K 0.03%
1,692
-12
206
$619K 0.03%
10,142
-669
207
$594K 0.03%
6,521
+290
208
$586K 0.03%
6,518
-614
209
$581K 0.03%
9,109
+1,500
210
$579K 0.03%
710
+476
211
$571K 0.03%
1,313
-112
212
$569K 0.03%
981
213
$554K 0.03%
13,783
+2,039
214
$554K 0.03%
+7,789
215
$550K 0.03%
19,878
216
$543K 0.03%
1,650
-141
217
$540K 0.03%
15,273
-56,014
218
$530K 0.03%
18,738
+977
219
$529K 0.03%
3,535
220
$526K 0.03%
781
-96
221
$523K 0.03%
7,722
-1,668
222
$517K 0.02%
14,017
+7,456
223
$511K 0.02%
2,836
224
$506K 0.02%
870
225
$502K 0.02%
4,758
7 8
9
10 11