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
$1.61B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$12.4M
3
+$9.73M
4
NVDA icon
NVIDIA
NVDA
+$9.56M
5
AMZN icon
Amazon
AMZN
+$6.91M

Top Sells

1
+$20.8M
2
+$16.3M
3
+$7.3M
4
PDD icon
Pinduoduo
PDD
+$2.71M
5
WB icon
Weibo
WB
+$2.43M

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
376
– –
-907
377
– –
-19,687
378
– –
-352,589
379
– –
-9,211
380
– –
-8,549
381
– –
-2,338
382
– –
-1,450
383
– –
-16,443
384
– –
-8,503
385
– –
-50,735
12 13 14 15
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