EFM

E Fund Management Portfolio holdings

AUM $2.1B
1-Year Est. Return 23.31%
This Fund
S&P 500
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
351
$45.8K ﹤0.01%
+10,802
352
$40.7K ﹤0.01%
+14,917
353
$29.1K ﹤0.01%
898
354
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-11,173
355
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-11,266
356
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-2,147
357
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-15,642
358
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-10,177
359
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-341,040
360
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-11,194
361
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362
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-35,624
363
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-1,600,000
364
– –
-13,623
365
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366
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367
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368
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-13,051
369
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370
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-1,089,571
371
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-3,798
372
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-158,000
373
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-11,071
374
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-1,940
375
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-4,074
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