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
301
$152K 0.01%
23,342
-24,755
302
$147K 0.01%
15,759
-23,107
303
$113K 0.01%
20,675
-2,686
304
$111K 0.01%
21,279
-13,317
305
$94.2K 0.01%
11,173
-22,135
306
$91K 0.01%
11,071
-17,057
307
$89.5K ﹤0.01%
13,458
-28,251
308
$79.9K ﹤0.01%
11,194
-13,643
309
$78.6K ﹤0.01%
10,076
-20,653
310
$76.8K ﹤0.01%
11,778
-10,152
311
$75K ﹤0.01%
+48,412
312
$60.9K ﹤0.01%
13,051
-25,031
313
$60.7K ﹤0.01%
898
314
$59K ﹤0.01%
25,333
-11,797
315
$57.5K ﹤0.01%
13,623
-18,036
316
$54.7K ﹤0.01%
+15,642
317
$52.1K ﹤0.01%
11,280
-28,116
318
$41.6K ﹤0.01%
10,177
-3,906
319
– –
-11,776
320
– –
-13,927
321
– –
-3,104
322
– –
-11,087
323
– –
-20,394
324
– –
-7,400
325
– –
-255
11 12
13
14 15