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
276
$263K 0.01%
38,193
-840
277
$263K 0.01%
2,732
-8,663
278
$261K 0.01%
1,759
-2
279
$257K 0.01%
8,097
+799
280
$256K 0.01%
288
-62
281
$256K 0.01%
5,751
+1,083
282
$246K 0.01%
164
+13
283
$244K 0.01%
+639
284
$243K 0.01%
2,007
285
$243K 0.01%
3,224
-85
286
$241K 0.01%
+6,506
287
$241K 0.01%
1,410
+129
288
$238K 0.01%
1,024
-2,463
289
$238K 0.01%
10,815
290
$237K 0.01%
1,493
+131
291
$237K 0.01%
+1,246
292
$237K 0.01%
747
+85
293
$236K 0.01%
3,573
+681
294
$235K 0.01%
2,229
+447
295
$233K 0.01%
+954
296
$230K 0.01%
+638
297
$227K 0.01%
+2,298
298
$226K 0.01%
835
-30
299
$226K 0.01%
1,004
+17
300
$225K 0.01%
+830
10 11
12
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