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
$1.1B
AUM Growth
-$1.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$22.9M
3
+$19.7M
4
NIO icon
NIO
NIO
+$19.6M
5
META icon
Meta Platforms (Facebook)
META
+$16.1M

Top Sells

1
+$1.32B
2
+$334M
3
+$314M
4
NTES icon
NetEase
NTES
+$202M
5
TCOM icon
Trip.com Group
TCOM
+$95M

Sector Composition

1 Consumer Discretionary 35.58%
2 Technology 17.59%
3 Communication Services 16.9%
4 Healthcare 11.23%
5 Real Estate 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.06M 0.73%
75,936
+556
27
$7.95M 0.72%
+289,575
28
$7.62M 0.69%
33,951
+3,240
29
$7.34M 0.67%
57,494
+34,796
30
$7.07M 0.64%
466,250
-1,510
31
$6.5M 0.59%
+2,203,522
32
$5.37M 0.49%
500,000
+166,667
33
$5.21M 0.47%
+32,219
34
$5.09M 0.46%
+133,704
35
$5.08M 0.46%
46,580
+360
36
$4.66M 0.42%
412,157
-22,666
37
$4.04M 0.37%
123,500
-61,500
38
$4.04M 0.37%
117,596
-17,114
39
$4.03M 0.37%
112,379
-16,430
40
$3.98M 0.36%
81,980
-900
41
$3.96M 0.36%
49,300
-25,700
42
$3.96M 0.36%
217,000
-123,000
43
$3.55M 0.32%
83,346
-1,115
44
$3.47M 0.31%
9,489
-33
45
$3.41M 0.31%
17,335
-346
46
$3.39M 0.31%
155,529
-9,095
47
$3.07M 0.28%
82,117
+61
48
$2.87M 0.26%
+40,248
49
$2.85M 0.26%
9,047
-145
50
$2.85M 0.26%
18,518
-76
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