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
$1.81B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$29.1M
3
+$15.5M
4
MSFT icon
Microsoft
MSFT
+$12.6M
5
NVDA icon
NVIDIA
NVDA
+$11.6M

Top Sells

1
+$28.5M
2
+$15.1M
3
+$11.9M
4
ASX icon
ASE Group
ASX
+$7.99M
5
YUMC icon
Yum China
YUMC
+$5.17M

Sector Composition

1 Consumer Discretionary 39.73%
2 Technology 31.74%
3 Communication Services 9.52%
4 Healthcare 5.08%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$312K 0.02%
8,829
-7,446
227
$309K 0.02%
6,261
-5,274
228
$308K 0.02%
+2,391
229
$305K 0.02%
6,813
-3,435
230
$304K 0.02%
4,095
+76
231
$301K 0.02%
18,528
+40
232
$299K 0.02%
7,190
+840
233
$298K 0.02%
5,585
+106
234
$298K 0.02%
3,929
-1,207
235
$293K 0.02%
1,689
+24
236
$289K 0.02%
39,033
-10,835
237
$288K 0.02%
5,212
-774
238
$287K 0.02%
+5,005
239
$286K 0.02%
3,922
+101
240
$284K 0.02%
487
-51
241
$283K 0.02%
12,665
-1,795
242
$279K 0.02%
4,722
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243
$278K 0.02%
+1,232
244
$275K 0.02%
27,734
-7,498
245
$274K 0.02%
2,001
+572
246
$272K 0.02%
1,165
-12
247
$271K 0.02%
6,640
-2,857
248
$269K 0.01%
7,258
-1,788
249
$268K 0.01%
+1,809
250
$268K 0.01%
7,395
-865
8 9
10
11 12