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
301
$225K 0.01%
454
-30
302
$225K 0.01%
+885
303
$224K 0.01%
5,073
-2,322
304
$224K 0.01%
+8,170
305
$224K 0.01%
+3,601
306
$222K 0.01%
11,438
+2,538
307
$220K 0.01%
+1,949
308
$220K 0.01%
7,561
-1,639
309
$218K 0.01%
2,022
+105
310
$218K 0.01%
+2,158
311
$217K 0.01%
+855
312
$217K 0.01%
+4,149
313
$217K 0.01%
893
-46
314
$215K 0.01%
717
+83
315
$215K 0.01%
1,942
-112
316
$214K 0.01%
+5,491
317
$213K 0.01%
25,869
+1,928
318
$212K 0.01%
+262
319
$212K 0.01%
11,020
+214
320
$211K 0.01%
+1,913
321
$211K 0.01%
+1,359
322
$210K 0.01%
+1,645
323
$210K 0.01%
+2,628
324
$210K 0.01%
+939
325
$208K 0.01%
2,558
-157
11 12
13
14 15