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
$1.61B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$12.9M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$9.18M
5
AMZN icon
Amazon
AMZN
+$7.47M

Top Sells

1
+$24.3M
2
+$16.8M
3
+$8M
4
WB icon
Weibo
WB
+$2.43M
5
PDD icon
Pinduoduo
PDD
+$2.4M

Sector Composition

1 Consumer Discretionary 40.2%
2 Technology 29.79%
3 Communication Services 9.9%
4 Healthcare 5.71%
5 Real Estate 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$245K 0.02%
+16,667
302
$244K 0.02%
3,110
+410
303
$244K 0.02%
+1,003
304
$244K 0.02%
1,641
-37
305
$243K 0.02%
+613
306
$242K 0.02%
9,497
-979
307
$240K 0.01%
1,650
+115
308
$240K 0.01%
+10,839
309
$239K 0.01%
1,241
-36
310
$239K 0.01%
4,582
-132
311
$237K 0.01%
+4,640
312
$236K 0.01%
+3,995
313
$234K 0.01%
+7,351
314
$234K 0.01%
23,361
315
$233K 0.01%
+1,177
316
$228K 0.01%
+1,728
317
$227K 0.01%
1,782
-93
318
$227K 0.01%
922
+99
319
$225K 0.01%
169
+2
320
$224K 0.01%
+546
321
$224K 0.01%
684
-80
322
$224K 0.01%
33,308
+17,897
323
$223K 0.01%
1,429
-42
324
$222K 0.01%
14,083
-5,257
325
$222K 0.01%
+870
11 12
13
14 15