EFM
E Fund Management Portfolio holdings
AUM
$2.1B
1-Year Return
23.31%
This Quarter Return
-10.84%
1 Year Return
+23.31%
3 Year Return
+155.42%
5 Year Return
–
10 Year Return
–
AUM
$2.83B
AUM Growth
+$436M
(+18%)
Cap. Flow
+$746M
Cap. Flow
% of AUM
26.37%
Top 10 Holdings %
Top 10 Hldgs %
77.97%
Holding
321
New
50
Increased
109
Reduced
123
Closed
20
Top Buys
| 1 |
Alibaba
BABA
|
$339M |
| 2 |
JD.com
JD
|
$68.3M |
| 3 |
Baidu
BIDU
|
$65M |
| 4 |
Pinduoduo
PDD
|
$52.7M |
| 5 |
NetEase
NTES
|
$43.1M |
Top Sells
| 1 |
Apple
AAPL
|
$5.06M |
| 2 |
Microsoft
MSFT
|
$3.9M |
| 3 |
Tesla
TSLA
|
$3.02M |
| 4 |
United States Brent Oil Fund
BNO
|
$2.65M |
| 5 |
Invesco DB Oil Fund
DBO
|
$2.53M |
Sector Composition
| 1 | Consumer Discretionary | 60.57% |
| 2 | Communication Services | 21.3% |
| 3 | Technology | 8.28% |
| 4 | Healthcare | 2.43% |
| 5 | Real Estate | 1.88% |
