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
$1.81B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$29.1M
3
+$15.5M
4
MSFT icon
Microsoft
MSFT
+$12.6M
5
NVDA icon
NVIDIA
NVDA
+$11.6M

Top Sells

1
+$28.5M
2
+$15.1M
3
+$11.9M
4
ASX icon
ASE Group
ASX
+$7.99M
5
YUMC icon
Yum China
YUMC
+$5.17M

Sector Composition

1 Consumer Discretionary 39.73%
2 Technology 31.74%
3 Communication Services 9.52%
4 Healthcare 5.08%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$267K 0.01%
2,892
+22
252
$265K 0.01%
+350
253
$261K 0.01%
1,679
+38
254
$261K 0.01%
811
-42
255
$256K 0.01%
7,298
-2,214
256
$252K 0.01%
+1,385
257
$249K 0.01%
58,754
-55,187
258
$247K 0.01%
662
-49
259
$246K 0.01%
1,281
+40
260
$244K 0.01%
+485
261
$241K 0.01%
1,362
+46
262
$238K 0.01%
4,715
+133
263
$238K 0.01%
2,348
264
$237K 0.01%
5,345
265
$235K 0.01%
10,037
-1,510
266
$233K 0.01%
+2,258
267
$231K 0.01%
8,900
-4,056
268
$230K 0.01%
1,087
-3,035
269
$229K 0.01%
2,147
+42
270
$228K 0.01%
1,761
+111
271
$228K 0.01%
+1,633
272
$227K 0.01%
4,640
273
$226K 0.01%
8,545
-5,130
274
$222K 0.01%
987
-16
275
$222K 0.01%
10,806
-6,832
9 10
11
12 13