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EFMH

E Fund Management (HK) Portfolio holdings

AUM $220M
1-Year Est. Return 24.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.82M
3 +$1.65M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$1.13M

Top Sells

1 +$5.47M
2 +$3.12M
3 +$2.78M
4
AAPL icon
Apple
AAPL
+$2.17M
5
B
Barrick Mining
B
+$2.14M

Sector Composition

1 Technology 25.42%
2 Consumer Discretionary 23.57%
3 Communication Services 10.84%
4 Materials 9.73%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CAT icon
151
Caterpillar
CAT
$419B
$106K 0.05%
149
+41
ROP icon
152
Roper Technologies
ROP
$33.8B
$105K 0.05%
296
COIN icon
153
Coinbase
COIN
$42.1B
$104K 0.05%
594
+592
CHTR icon
154
Charter Communications
CHTR
$17.9B
$102K 0.05%
473
MPC icon
155
Marathon Petroleum
MPC
$76.9B
$102K 0.05%
417
+415
CTSH icon
156
Cognizant
CTSH
$24.7B
$101K 0.05%
1,650
BRK.B icon
157
Berkshire Hathaway Class B
BRK.B
$1.06T
$100K 0.05%
209
+102
GEHC icon
158
GE HealthCare
GEHC
$29.6B
$98.9K 0.05%
1,390
LLY icon
159
Eli Lilly
LLY
$1.01T
$98.4K 0.04%
107
+76
JPM icon
160
JPMorgan Chase
JPM
$859B
$91.2K 0.04%
310
+238
VRSK icon
161
Verisk Analytics
VRSK
$24.1B
$89K 0.04%
469
-212
KHC icon
162
Kraft Heinz
KHC
$28.9B
$84.7K 0.04%
3,766
AXTI icon
163
AXT Inc
AXTI
$6.36B
$82.6K 0.04%
+1,449
JNJ icon
164
Johnson & Johnson
JNJ
$580B
$81.9K 0.04%
335
+178
DXCM icon
165
DexCom
DXCM
$29.1B
$81.7K 0.04%
1,301
+109
ZS icon
166
Zscaler
ZS
$20.9B
$78.3K 0.04%
558
+116
XYZ
167
Block Inc
XYZ
$41.4B
$70.9K 0.03%
1,178
+1,174
CSGP icon
168
CoStar Group
CSGP
$13.4B
$62.6K 0.03%
1,553
ABBV icon
169
AbbVie
ABBV
$402B
$59.8K 0.03%
275
+225
ASX icon
170
ASE Group
ASX
$83.6B
$59.6K 0.03%
+2,751
V icon
171
Visa
V
$613B
$56.5K 0.03%
187
+130
CRCL
172
Circle Internet Group
CRCL
$19.3B
$55.5K 0.03%
+582
MRK icon
173
Merck
MRK
$294B
$51.6K 0.02%
429
+356
CVX icon
174
Chevron
CVX
$373B
$49.9K 0.02%
241
+184
MA icon
175
Mastercard
MA
$433B
$45K 0.02%
90
+44