EFM
E Fund Management Portfolio holdings
AUM
$2.1B
This Quarter Return
-2.75%
1 Year Return
+23.31%
3 Year Return
+155.42%
5 Year Return
–
10 Year Return
–
AUM
$1.99B
AUM Growth
+$45.8M
(+2.4%)
Cap. Flow
+$228M
Cap. Flow
% of AUM
11.45%
Top 10 Holdings %
Top 10 Hldgs %
56.29%
Holding
416
New
63
Increased
249
Reduced
78
Closed
21
Top Buys
| 1 |
Apple
AAPL
|
$42.1M |
| 2 |
NVIDIA
NVDA
|
$37.1M |
| 3 |
Microsoft
MSFT
|
$36.3M |
| 4 |
Amazon
AMZN
|
$13M |
| 5 |
Broadcom
AVGO
|
$12.2M |
Top Sells
| 1 |
Pinduoduo
PDD
|
$37.5M |
| 2 |
Futu Holdings
FUTU
|
$13.8M |
| 3 |
TSMC
TSM
|
$13.5M |
| 4 |
Applied Materials
AMAT
|
$7.01M |
| 5 |
Full Truck Alliance
YMM
|
$4.09M |
Sector Composition
| 1 | Technology | 40.04% |
| 2 | Consumer Discretionary | 27.82% |
| 3 | Communication Services | 8.98% |
| 4 | Healthcare | 6.75% |
| 5 | Financials | 5.07% |
