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
351
$183K 0.01%
17,239
+7,074
352
$182K 0.01%
21,930
+4,444
353
$166K 0.01%
24,837
+4,488
354
$166K 0.01%
+37,130
355
$162K 0.01%
+10,313
356
$161K 0.01%
31,659
+19,271
357
$158K 0.01%
+13,927
358
$157K 0.01%
34,596
-9,025
359
$132K 0.01%
25,586
+5,235
360
$127K 0.01%
+30,729
361
$125K 0.01%
3,214
-90
362
$105K 0.01%
+13,622
363
$82.6K 0.01%
+10,398
364
$78.4K ﹤0.01%
13,025
+2,833
365
$78K ﹤0.01%
+696
366
$50K ﹤0.01%
898
367
– –
-768
368
– –
-4,488
369
– –
-4,578
370
– –
-3,503
371
– –
-12,618
372
– –
-50,735
373
– –
-18,944
374
– –
-28,589
375
– –
-170,914
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15
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