EFM
E Fund Management Portfolio holdings
AUM
$2.1B
1-Year Return
23.31%
This Quarter Return
+6.51%
1 Year Return
+23.31%
3 Year Return
+155.42%
5 Year Return
–
10 Year Return
–
AUM
$1.95B
AUM Growth
+$137M
(+7.6%)
Cap. Flow
+$70.7M
Cap. Flow
% of AUM
3.63%
Top 10 Holdings %
Top 10 Hldgs %
62.7%
Holding
375
New
57
Increased
197
Reduced
86
Closed
22
Top Buys
| 1 |
Apple
AAPL
|
$12.2M |
| 2 |
Microsoft
MSFT
|
$12.2M |
| 3 |
NVIDIA
NVDA
|
$9.41M |
| 4 |
Broadcom
AVGO
|
$6.49M |
| 5 |
Pinduoduo
PDD
|
$5.98M |
Top Sells
| 1 |
ASE Group
ASX
|
$18.3M |
| 2 |
Sea Limited
SE
|
$11.3M |
| 3 |
TSMC
TSM
|
$9.44M |
| 4 |
ZTO Express
ZTO
|
$7.08M |
| 5 |
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% |
