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
$1.95B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$12.2M
3
+$9.41M
4
AVGO icon
Broadcom
AVGO
+$6.49M
5
PDD icon
Pinduoduo
PDD
+$5.98M

Top Sells

1
+$18.3M
2
+$11.3M
3
+$9.44M
4
ZTO icon
ZTO Express
ZTO
+$7.08M
5
NIO icon
NIO
NIO
+$4.53M

Sector Composition

1 Consumer Discretionary 37.74%
2 Technology 30.94%
3 Communication Services 8.5%
4 Healthcare 6.31%
5 Financials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$317K 0.02%
+82,390
252
$315K 0.02%
+1,268
253
$315K 0.02%
2,874
+616
254
$314K 0.02%
4,998
+276
255
$312K 0.02%
902
-48
256
$312K 0.02%
+19,838
257
$310K 0.02%
1,715
+330
258
$308K 0.02%
4,100
-6,252
259
$305K 0.02%
698
+166
260
$305K 0.02%
24,121
+8,217
261
$300K 0.02%
739
-72
262
$300K 0.02%
2,239
+430
263
$299K 0.02%
3,582
-1,630
264
$294K 0.02%
12,020
+1,983
265
$290K 0.01%
1,204
+39
266
$286K 0.01%
43,418
+19,253
267
$284K 0.01%
8,873
-594
268
$284K 0.01%
1,849
+170
269
$282K 0.01%
18,332
-196
270
$282K 0.01%
2,753
-1,176
271
$279K 0.01%
26,167
-1,567
272
$279K 0.01%
9,789
+1,244
273
$272K 0.01%
+734
274
$269K 0.01%
545
+58
275
$269K 0.01%
5,345
9 10
11
12 13