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
$1.99B
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$38M
3
+$36.6M
4
AMZN icon
Amazon
AMZN
+$12.2M
5
YUMC icon
Yum China
YUMC
+$10.6M

Top Sells

1
+$45M
2
+$16.1M
3
+$13.2M
4
AMAT icon
Applied Materials
AMAT
+$7.81M
5
TME icon
Tencent Music
TME
+$4.18M

Sector Composition

1 Technology 40.04%
2 Consumer Discretionary 27.82%
3 Communication Services 8.98%
4 Healthcare 6.75%
5 Financials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-10,232
402
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403
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404
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-280,133
405
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-1,842
406
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-5,491
407
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-2,649
408
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-262
409
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-13,554
410
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-11,170
411
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-189,432
412
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-3,319
413
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-5,751
414
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-29,887
415
– –
-6,852
416
– –
-1,118,476
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