EFEM
Eos Focused Equity Management Portfolio holdings
AUM
$84.5M
1-Year Est. Return
17.48%
1 Year Est. Return
-17.48%
AUM
$98.9M
AUM Growth
-$17.9M
(-15%)
Holding
28
Top Buys
| 1 | +$7.3M | |
| 2 | +$2.49M | |
| 3 | +$904K | |
| 4 |
Dover
DOV
|
+$848K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$34.9K |
Top Sells
| 1 | +$2.63M | |
| 2 | +$2.39M | |
| 3 | +$2.1M | |
| 4 |
JD.com
JD
|
+$1.34M |
| 5 |
Expedia Group
EXPE
|
+$1.12M |
Sector Composition
| 1 | Technology | 23.67% |
| 2 | Materials | 22.71% |
| 3 | Consumer Discretionary | 18.78% |
| 4 | Healthcare | 14.98% |
| 5 | Industrials | 12.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
JD.com
JD
$41B
| – | – |
-23,105
|
|
||
27
Netflix
NFLX
$402B
| – | – |
-56,170
|
|
||
28
Wolfspeed
WOLF
$490M
| – | – |
-5,181
|
|