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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
NEE icon
201
NextEra Energy
NEE
$179B
$21.9K 0.01%
236
+223
CFG icon
202
Citizens Financial Group
CFG
$28.6B
$21.5K 0.01%
359
SCHW
203
Charles Schwab
SCHW
$158B
$21K 0.01%
223
+212
MS icon
204
Morgan Stanley
MS
$338B
$20.7K 0.01%
126
-775
IBM icon
205
IBM
IBM
$256B
$20.6K 0.01%
85
-903
BA icon
206
Boeing
BA
$173B
$19.9K 0.01%
100
+74
FUTU icon
207
Futu Holdings
FUTU
$13.7B
$19.8K 0.01%
+145
UBER icon
208
Uber
UBER
$140B
$19.5K 0.01%
271
-1,819
CMS icon
209
CMS Energy
CMS
$22.7B
$19.1K 0.01%
246
ACN icon
210
Accenture
ACN
$105B
$18.8K 0.01%
95
+65
DHR icon
211
Danaher
DHR
$127B
$18.8K 0.01%
99
+64
BNY
212
Bank of New York Mellon
BNY
$98.8B
$18.6K 0.01%
157
+152
UNP icon
213
Union Pacific
UNP
$162B
$18.2K 0.01%
75
+71
SMMT icon
214
Summit Therapeutics
SMMT
$10.9B
$18.1K 0.01%
+954
MO icon
215
Altria Group
MO
$120B
$18.1K 0.01%
274
+263
INCY icon
216
Incyte
INCY
$21.7B
$17.8K 0.01%
+189
UTHR icon
217
United Therapeutics
UTHR
$23.2B
$17.8K 0.01%
+30
ALKS icon
218
Alkermes
ALKS
$7.38B
$17.8K 0.01%
+503
TERN
219
DELISTED
Terns Pharmaceuticals
TERN
$17.8K 0.01%
+337
LNT icon
220
Alliant Energy
LNT
$18.9B
$17.5K 0.01%
244
+154
WEC icon
221
WEC Energy
WEC
$37B
$17.5K 0.01%
151
BIIB icon
222
Biogen
BIIB
$29.5B
$17.4K 0.01%
95
+78
SYK icon
223
Stryker
SYK
$120B
$17.4K 0.01%
53
+50
MDGL icon
224
Madrigal Pharmaceuticals
MDGL
$11.1B
$17.3K 0.01%
+33
HUYA
225
Huya Inc
HUYA
$568M
$16.7K 0.01%
5,070
-68,524
7 8
9
10 11