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
276
$219K 0.01%
3,309
+199
277
$219K 0.01%
484
-9
278
$214K 0.01%
9,200
-11,352
279
$213K 0.01%
18,929
-14,051
280
$211K 0.01%
151
-18
281
$209K 0.01%
634
+21
282
$209K 0.01%
922
283
$208K 0.01%
1,917
+189
284
$207K 0.01%
10,815
285
$206K 0.01%
+532
286
$206K 0.01%
939
+20
287
$204K 0.01%
1,782
288
$202K 0.01%
2,054
+159
289
$202K 0.01%
2,715
+66
290
$201K 0.01%
+2,007
291
$201K 0.01%
15,904
-63,610
292
$201K 0.01%
4,668
-5,785
293
$200K 0.01%
+865
294
$199K 0.01%
18,762
+2,275
295
$190K 0.01%
16,998
-15,243
296
$181K 0.01%
24,165
-14,562
297
$178K 0.01%
23,941
+538
298
$175K 0.01%
28,285
-45,895
299
$175K 0.01%
11,266
-11,737
300
$167K 0.01%
26,458
-35,464
10 11
12
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