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
$1.81B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$29.1M
3
+$15.5M
4
MSFT icon
Microsoft
MSFT
+$12.6M
5
NVDA icon
NVIDIA
NVDA
+$11.6M

Top Sells

1
+$28.5M
2
+$15.1M
3
+$11.9M
4
ASX icon
ASE Group
ASX
+$7.99M
5
YUMC icon
Yum China
YUMC
+$5.17M

Sector Composition

1 Consumer Discretionary 39.73%
2 Technology 31.74%
3 Communication Services 9.52%
4 Healthcare 5.08%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-1,121
377
– –
-1,193
378
– –
-8,145
379
– –
-14,581
380
– –
-20,761
381
– –
-19,323
382
– –
-5,267
383
– –
-585
384
– –
-10,839
385
– –
-130,000
386
– –
-10,434
387
– –
-10,313
388
– –
-11,087
389
– –
-9,544
390
– –
-20,394
12 13 14 15
16