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EFM

E Fund Management Portfolio holdings

AUM $3.37B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$12.1M
2
+$11.7M
3
+$9.16M
4
AVGO icon
Broadcom
AVGO
+$6.03M
5
PDD icon
Pinduoduo
PDD
+$5.45M

Top Sells

1
+$18.3M
2
+$11.3M
3
+$9.27M
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
– –
-1,600,000
355
– –
-13,623
356
– –
-5,227
357
– –
-11,280
358
– –
-7,258
359
– –
-11,173
360
– –
-11,266
361
– –
-2,147
362
– –
-13,051
363
– –
-35,624
364
– –
-1,089,571
365
– –
-3,798
366
– –
-158,000
367
– –
-11,071
368
– –
-1,940
369
– –
-4,074
370
– –
-10,177
371
– –
-341,040
372
– –
-11,194
373
– –
-11,132
374
– –
-4,640
375
– –
-15,642
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