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
$3.06B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$315M
2
+$74M
3
+$72M
4
NTES icon
NetEase
NTES
+$47.9M
5
PDD icon
Pinduoduo
PDD
+$39.6M

Top Sells

1
+$10.7M
2
+$9.2M
3
+$7.55M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.48M
5
BNO icon
United States Brent Oil Fund
BNO
+$6.73M

Sector Composition

1 Consumer Discretionary 63.45%
2 Communication Services 21.89%
3 Technology 6.77%
4 Healthcare 2.13%
5 Financials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$257K 0.01%
9,584
+5,218
252
$257K 0.01%
2,573
-343
253
$257K 0.01%
+4,557
254
$256K 0.01%
+8,105
255
$252K 0.01%
+4,404
256
$252K 0.01%
49,989
+22,246
257
$250K 0.01%
+8,365
258
$249K 0.01%
3,761
259
$247K 0.01%
+10,440
260
$247K 0.01%
2,933
-379
261
$245K 0.01%
2,800
-373
262
$240K 0.01%
+6,269
263
$238K 0.01%
2,456
+1,488
264
$237K 0.01%
5,359
-766
265
$235K 0.01%
1,056
-140
266
$234K 0.01%
566
+47
267
$233K 0.01%
1,443
-188
268
$230K 0.01%
13,790
+1,078
269
$229K 0.01%
1,224
-163
270
$229K 0.01%
551
-75
271
$228K 0.01%
+2,322
272
$227K 0.01%
+18,467
273
$226K 0.01%
+1,520
274
$225K 0.01%
+477
275
$223K 0.01%
889
-111
9 10
11
12 13