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
276
$209K 0.02%
1,019
-121
277
$204K 0.02%
41,061
+2,624
278
$201K 0.02%
2,126
-323
279
$200K 0.02%
+2,279
280
$200K 0.02%
886
-103
281
$200K 0.02%
945
-103
282
$199K 0.02%
2,079
+1,400
283
$190K 0.02%
11,939
-1,338
284
$187K 0.01%
15,641
+4,774
285
$175K 0.01%
898
286
$175K 0.01%
12,429
-859
287
$157K 0.01%
18,437
-4,685
288
$154K 0.01%
10,990
+953
289
$153K 0.01%
18,853
-7,561
290
$142K 0.01%
38,613
-17,090
291
$135K 0.01%
2,973
-492
292
$131K 0.01%
11,088
-2,661
293
$129K 0.01%
17,229
-4,188
294
$126K 0.01%
12,420
-181
295
$124K 0.01%
3,866
-2,444
296
$122K 0.01%
10,653
-1,593
297
$120K 0.01%
12,016
+130
298
$114K 0.01%
+13,612
299
$112K 0.01%
10,628
-4,960
300
$108K 0.01%
18,054
-5,126
10 11
12
13 14