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
$1.95B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$12.2M
3
+$9.41M
4
AVGO icon
Broadcom
AVGO
+$6.49M
5
PDD icon
Pinduoduo
PDD
+$5.98M

Top Sells

1
+$18.3M
2
+$11.3M
3
+$9.44M
4
ZTO icon
ZTO Express
ZTO
+$7.08M
5
NIO icon
NIO
NIO
+$4.53M

Sector Composition

1 Consumer Discretionary 37.74%
2 Technology 30.94%
3 Communication Services 8.5%
4 Healthcare 6.31%
5 Financials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$390K 0.02%
10,782
+737
227
$381K 0.02%
1,527
+295
228
$381K 0.02%
10,599
+1,770
229
$378K 0.02%
13,116
-1,580
230
$376K 0.02%
3,042
+651
231
$369K 0.02%
14,211
-7,006
232
$361K 0.02%
619
+134
233
$361K 0.02%
1,000
-11
234
$354K 0.02%
3,930
-218
235
$351K 0.02%
6,323
-1,339
236
$349K 0.02%
+874
237
$347K 0.02%
6,711
-479
238
$346K 0.02%
665
-13
239
$337K 0.02%
16,419
+3,754
240
$337K 0.02%
4,281
+359
241
$334K 0.02%
2,903
+266
242
$334K 0.02%
3,951
-702
243
$334K 0.02%
4,426
+331
244
$329K 0.02%
6,368
+1,363
245
$328K 0.02%
+1,842
246
$326K 0.02%
2,078
+445
247
$322K 0.02%
+42,360
248
$320K 0.02%
6,262
-551
249
$319K 0.02%
1,631
-58
250
$318K 0.02%
1,289
+367
8 9
10
11 12