EFM
E Fund Management Portfolio holdings
AUM
$2.1B
1-Year Return
23.31%
This Quarter Return
+13.49%
1 Year Return
+23.31%
3 Year Return
+155.42%
5 Year Return
–
10 Year Return
–
AUM
$1.37B
AUM Growth
+$167M
(+14%)
Cap. Flow
+$25.9M
Cap. Flow
% of AUM
1.89%
Top 10 Holdings %
Top 10 Hldgs %
57.21%
Holding
359
New
25
Increased
120
Reduced
185
Closed
27
Top Buys
| 1 |
Microsoft
MSFT
|
$22.3M |
| 2 |
Pinduoduo
PDD
|
$13.5M |
| 3 |
NIO
NIO
|
$13.1M |
| 4 |
Marvell Technology
MRVL
|
$11.4M |
| 5 |
TSMC
TSM
|
$10.4M |
Top Sells
| 1 |
Qualcomm
QCOM
|
$24.2M |
| 2 |
Legend Biotech
LEGN
|
$19.1M |
| 3 |
Trip.com Group
TCOM
|
$15.6M |
| 4 |
Zai Lab
ZLAB
|
$7.4M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$3.55M |
Sector Composition
| 1 | Consumer Discretionary | 36.1% |
| 2 | Technology | 29.22% |
| 3 | Communication Services | 14% |
| 4 | Healthcare | 8.72% |
| 5 | Real Estate | 4.47% |
