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
$1.2B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$10.6M
3
+$8.25M
4
SE icon
Sea Limited
SE
+$7.13M
5
LEGN icon
Legend Biotech
LEGN
+$5.83M

Top Sells

1
+$44.7M
2
+$22M
3
+$10.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.1M
5
LI icon
Li Auto
LI
+$8.53M

Sector Composition

1 Consumer Discretionary 36.91%
2 Technology 25.51%
3 Communication Services 14.94%
4 Healthcare 9.44%
5 Real Estate 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$312K 0.03%
13,166
-774
227
$308K 0.03%
1,798
-32
228
$307K 0.03%
3,529
-163
229
$306K 0.03%
1,453
+56
230
$305K 0.03%
3,918
-190
231
$305K 0.03%
7,377
-304
232
$304K 0.03%
3,001
-138
233
$302K 0.03%
9,960
-56
234
$301K 0.03%
909
-164
235
$301K 0.03%
15,400
-178
236
$300K 0.02%
8,099
-420
237
$296K 0.02%
12,441
-5,976
238
$290K 0.02%
25,455
+5,382
239
$287K 0.02%
2,839
-104
240
$285K 0.02%
2,413
-146
241
$282K 0.02%
11,292
-1,050
242
$279K 0.02%
+5,178
243
$276K 0.02%
+12,446
244
$274K 0.02%
+2,005
245
$269K 0.02%
2,707
-124
246
$267K 0.02%
794
-18
247
$266K 0.02%
1,086
-146
248
$263K 0.02%
62,962
-39,195
249
$263K 0.02%
25,601
+10,584
250
$260K 0.02%
+27,453
8 9
10
11 12