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
$1.31B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$8.56M
3
+$3.24M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.14M
5
RING icon
iShares MSCI Global Gold Miners ETF
RING
+$3.08M

Top Sells

1
+$40.9M
2
+$7.48M
3
+$5.75M
4
STAA icon
STAAR Surgical
STAA
+$4.82M
5
SE icon
Sea Limited
SE
+$3.38M

Sector Composition

1 Consumer Discretionary 45.37%
2 Technology 25.37%
3 Communication Services 8.93%
4 Healthcare 6.43%
5 Real Estate 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$115K 0.01%
32,129
-6,484
277
$114K 0.01%
21,535
-5,342
278
$114K 0.01%
2,405
+326
279
$110K 0.01%
15,683
-2,754
280
$109K 0.01%
11,929
+1,301
281
$108K 0.01%
16,965
-12,499
282
$105K 0.01%
10,641
-1,375
283
$98K 0.01%
4,317
+451
284
$93K 0.01%
13,939
+327
285
$91K 0.01%
13,908
-4,945
286
$84K 0.01%
+11,535
287
$76K 0.01%
11,463
+939
288
$65K ﹤0.01%
16,688
-1,366
289
$60K ﹤0.01%
26,843
-6,479
290
$44K ﹤0.01%
898
291
$32K ﹤0.01%
1,091
+216
292
– –
-18,996
293
– –
-8,523
294
– –
-945
295
– –
-664
296
– –
-71,320
297
– –
-11,088
298
– –
-31,274
299
– –
-2,126
300
– –
-51,350
10 11
12
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