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
351
$45.8K ﹤0.01%
+10,802
352
$40.7K ﹤0.01%
+14,917
353
$29.1K ﹤0.01%
898
354
– –
-4,640
355
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-11,194
356
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-11,132
357
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-1,600,000
358
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-13,623
359
– –
-5,227
360
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-11,280
361
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-7,258
362
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-35,624
363
– –
-1,089,571
364
– –
-3,798
365
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-158,000
366
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-11,071
367
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-1,940
368
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-4,074
369
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-10,177
370
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-341,040
371
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-11,173
372
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-11,266
373
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-2,147
374
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-13,051
375
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-15,642
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