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
$1.26B
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$28.2M
3
+$11.8M
4
BZ icon
Kanzhun
BZ
+$5.71M
5
IQ icon
iQIYI
IQ
+$4.15M

Top Sells

1
+$38.3M
2
+$19.3M
3
+$14.8M
4
JOYY
JOYY Inc
JOYY
+$7.98M
5
MSFT icon
Microsoft
MSFT
+$6.65M

Sector Composition

1 Consumer Discretionary 37.28%
2 Technology 32.43%
3 Communication Services 9.6%
4 Healthcare 8.37%
5 Real Estate 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$244K 0.02%
10,193
-10,040
252
$244K 0.02%
51,350
-27,787
253
$243K 0.02%
1,322
-140
254
$242K 0.02%
12,898
-2,038
255
$239K 0.02%
443
-41
256
$239K 0.02%
2,441
-288
257
$238K 0.02%
847
-59
258
$238K 0.02%
3,445
-194
259
$232K 0.02%
1,346
-120
260
$230K 0.02%
31,274
+9,528
261
$230K 0.02%
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-536
262
$229K 0.02%
4,226
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263
$229K 0.02%
71,235
-33,486
264
$225K 0.02%
996
-131
265
$224K 0.02%
849
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266
$224K 0.02%
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267
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548
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270
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271
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272
$212K 0.02%
861
-109
273
$212K 0.02%
12,640
-1,193
274
$209K 0.02%
2,021
-259
275
$209K 0.02%
690
-96
9 10
11
12 13