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
326
$207K 0.01%
5,146
+431
327
$207K 0.01%
+888
328
$206K 0.01%
+3,506
329
$206K 0.01%
+597
330
$203K 0.01%
+2,789
331
$202K 0.01%
17,426
-1,336
332
$202K 0.01%
+880
333
$201K 0.01%
+813
334
$201K 0.01%
+3,319
335
$188K 0.01%
16,856
-2,073
336
$181K 0.01%
23,838
-4,447
337
$165K 0.01%
17,785
+2,026
338
$127K 0.01%
20,211
-1,068
339
$109K 0.01%
29,278
+2,820
340
$105K 0.01%
25,485
+2,143
341
$87K ﹤0.01%
+10,232
342
$86.3K ﹤0.01%
+15,869
343
$85.7K ﹤0.01%
20,590
-85
344
$83.7K ﹤0.01%
+11,170
345
$81.8K ﹤0.01%
11,550
-228
346
$67.3K ﹤0.01%
+11,361
347
$65.6K ﹤0.01%
+13,554
348
$61.5K ﹤0.01%
10,010
-3,448
349
$57K ﹤0.01%
20,363
-4,970
350
$50.8K ﹤0.01%
51,227
+2,815
11 12 13
14
15