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
$1.61B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$12.9M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$9.18M
5
AMZN icon
Amazon
AMZN
+$7.47M

Top Sells

1
+$24.3M
2
+$16.8M
3
+$8M
4
WB icon
Weibo
WB
+$2.43M
5
PDD icon
Pinduoduo
PDD
+$2.4M

Sector Composition

1 Consumer Discretionary 40.2%
2 Technology 29.79%
3 Communication Services 9.9%
4 Healthcare 5.71%
5 Real Estate 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$348K 0.02%
959
+6
252
$348K 0.02%
18,544
+2,062
253
$345K 0.02%
2,604
-43
254
$344K 0.02%
6,350
+731
255
$342K 0.02%
18,488
-4,405
256
$339K 0.02%
4,255
+597
257
$338K 0.02%
19,323
+8,448
258
$338K 0.02%
+22,605
259
$334K 0.02%
9,544
+4,032
260
$333K 0.02%
1,413
-31
261
$333K 0.02%
61,922
+22,428
262
$331K 0.02%
9,886
-133
263
$330K 0.02%
4,823
+216
264
$330K 0.02%
4,871
-141
265
$327K 0.02%
11,304
+2,347
266
$325K 0.02%
3,723
-118
267
$323K 0.02%
14,581
+6,016
268
$322K 0.02%
+39,396
269
$316K 0.02%
12,583
+5,582
270
$314K 0.02%
+14,710
271
$306K 0.02%
+10,453
272
$303K 0.02%
16,052
+2,551
273
$303K 0.02%
+4,861
274
$294K 0.02%
5,479
-15
275
$291K 0.02%
1,177
+163
9 10
11
12 13