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
1
$415M 20.83%
4,276,861
-387,111
2
$139M 6.95%
328,599
+86,030
3
$132M 6.63%
527,427
+168,079
4
$119M 5.97%
885,764
+275,898
5
$79.1M 3.97%
4,291,751
+154,748
6
$57.1M 2.87%
289,028
-68,375
7
$52.4M 2.63%
4,845,117
-377,761
8
$48.7M 2.45%
210,115
+52,700
9
$41.1M 2.06%
3,617,849
-352,072
10
$38.5M 1.93%
175,545
+59,454
11
$30.8M 1.55%
2,232,682
-170,977
12
$30.5M 1.53%
44,047
+8,026
13
$30.2M 1.52%
787,146
-86,662
14
$26.5M 1.33%
331,749
-172,082
15
$26M 1.3%
64,340
+13,396
16
$25.1M 1.26%
1,863,897
-266,327
17
$24.8M 1.25%
2,479,729
-317,095
18
$24.8M 1.24%
39,345
+1,149
19
$22.7M 1.14%
38,713
+7,567
20
$18.6M 0.93%
98,078
+34,176
21
$16.4M 0.82%
27,780
+3,684
22
$16.2M 0.81%
85,141
+22,030
23
$14.9M 0.75%
91,827
-43,082
24
$12.7M 0.64%
38,084
+18,010
25
$11.3M 0.57%
10,618
+5,653
1
2 3 4 5