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
$1.2B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$10.6M
3
+$8.25M
4
SE icon
Sea Limited
SE
+$7.13M
5
LEGN icon
Legend Biotech
LEGN
+$5.83M

Top Sells

1
+$44.7M
2
+$22M
3
+$10.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.1M
5
LI icon
Li Auto
LI
+$8.53M

Sector Composition

1 Consumer Discretionary 36.91%
2 Technology 25.51%
3 Communication Services 14.94%
4 Healthcare 9.44%
5 Real Estate 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$205K 0.02%
+1,074
302
$204K 0.02%
2,775
-91
303
$203K 0.02%
4,369
-12
304
$200K 0.02%
+1,776
305
$198K 0.02%
223,808
+22,818
306
$196K 0.02%
16,975
+2,585
307
$195K 0.02%
24,587
+6,114
308
$172K 0.01%
13,932
-1,576
309
$169K 0.01%
15,482
-8,366
310
$168K 0.01%
129,498
-3,440
311
$161K 0.01%
41,376
+1,518
312
$161K 0.01%
66,662
+28,724
313
$158K 0.01%
64,425
+24,197
314
$157K 0.01%
10,822
-961
315
$141K 0.01%
+16,749
316
$137K 0.01%
12,294
-3,263
317
$130K 0.01%
10,598
318
$129K 0.01%
1,827
+145
319
$128K 0.01%
+12,523
320
$128K 0.01%
874
+286
321
$125K 0.01%
24,706
-3,098
322
$124K 0.01%
2,434
-628
323
$121K 0.01%
13,884
-6,000
324
$116K 0.01%
37,007
+9,284
325
$113K 0.01%
15,530
+5,318
11 12
13
14 15