EFMH

E Fund Management (HK) Portfolio holdings

AUM $297M
1-Year Est. Return 40.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$420K
3
+$372K
4
ZH
Zhihu
ZH
+$320K
5
RERE
ATRenew
RERE
+$319K

Top Sells

1
+$5.66M
2
+$1.03M
3
+$775K
4
INTC icon
Intel
INTC
+$690K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$554K

Sector Composition

1 Consumer Discretionary 41.69%
2 Communication Services 14.53%
3 Technology 6.65%
4 Financials 2.57%
5 Consumer Staples 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14.3K 0.01%
329
127
$13.3K 0.01%
191
128
$13.2K 0.01%
96
129
$12.8K 0.01%
164
130
$12.4K 0.01%
324
131
$12.1K 0.01%
50
132
$11.6K 0.01%
91
133
$11.5K 0.01%
72
-70
134
$11.4K 0.01%
70
135
$11.1K 0.01%
150
136
$10.8K 0.01%
53
137
$9.27K 0.01%
39
138
$8.78K 0.01%
122
139
$7.85K 0.01%
304
-400
140
$7.23K 0.01%
138
141
$5.76K 0.01%
66
142
$5.27K 0.01%
15
143
$5.11K ﹤0.01%
446
144
$5.02K ﹤0.01%
40
145
$4.11K ﹤0.01%
23
146
$3.82K ﹤0.01%
100
147
$1.02K ﹤0.01%
37
148
– –
-149
149
– –
-144
150
– –
-36,339
4 5
6
7 8