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
$1.1B
AUM Growth
-$1.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$22.9M
3
+$19.7M
4
NIO icon
NIO
NIO
+$19.6M
5
META icon
Meta Platforms (Facebook)
META
+$16.1M

Top Sells

1
+$1.32B
2
+$334M
3
+$314M
4
NTES icon
NetEase
NTES
+$202M
5
TCOM icon
Trip.com Group
TCOM
+$95M

Sector Composition

1 Consumer Discretionary 35.58%
2 Technology 17.59%
3 Communication Services 16.9%
4 Healthcare 11.23%
5 Real Estate 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$269K 0.02%
6,459
-354
252
$266K 0.02%
1,247
-7
253
$266K 0.02%
1,459
+36
254
$266K 0.02%
1,545
+41
255
$265K 0.02%
1,900
+72
256
$264K 0.02%
1,916
+15
257
$259K 0.02%
2,403
+105
258
$257K 0.02%
2,703
+189
259
$256K 0.02%
3,570
+1,248
260
$256K 0.02%
1,365
+45
261
$254K 0.02%
9,345
+2,143
262
$252K 0.02%
7,997
+72
263
$250K 0.02%
3,808
+797
264
$242K 0.02%
17,559
+6,128
265
$242K 0.02%
86,581
+38,818
266
$238K 0.02%
3,511
+806
267
$237K 0.02%
963
-46
268
$236K 0.02%
923
+34
269
$236K 0.02%
17,953
-3,237
270
$233K 0.02%
691
271
$231K 0.02%
2,573
272
$231K 0.02%
3,761
273
$231K 0.02%
+11,236
274
$230K 0.02%
3,294
+71
275
$230K 0.02%
+4,577
9 10
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