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
$1.31B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$8.56M
3
+$3.24M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.14M
5
RING icon
iShares MSCI Global Gold Miners ETF
RING
+$3.08M

Top Sells

1
+$40.9M
2
+$7.48M
3
+$5.75M
4
STAA icon
STAAR Surgical
STAA
+$4.82M
5
SE icon
Sea Limited
SE
+$3.38M

Sector Composition

1 Consumer Discretionary 45.37%
2 Technology 25.37%
3 Communication Services 8.93%
4 Healthcare 6.43%
5 Real Estate 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.45M 0.49%
77,640
+6,520
27
$5.6M 0.43%
1,321,742
-1,802
28
$5.52M 0.42%
42,157
-5,815
29
$5.2M 0.4%
17,305
-2,909
30
$4.62M 0.35%
35,052
-7,294
31
$4.3M 0.33%
8,439
+614
32
$4.05M 0.31%
75,437
+5,741
33
$3.54M 0.27%
52,759
+1,080
34
$3.5M 0.27%
8,162
+3,566
35
$3.24M 0.25%
+92,633
36
$3.14M 0.24%
+85,540
37
$3.08M 0.23%
+148,564
38
$2.83M 0.22%
25,521
-8,535
39
$2.76M 0.21%
77,511
+6,378
40
$2.75M 0.21%
4,876
+823
41
$2.71M 0.21%
7,039
+2,506
42
$2.67M 0.2%
16,810
+1,330
43
$2.65M 0.2%
5,184
+402
44
$2.56M 0.2%
15,135
+2,546
45
$2.49M 0.19%
5,832
+2,596
46
$2.48M 0.19%
12,596
+663
47
$2.17M 0.17%
83,775
-1,003
48
$2.15M 0.16%
15,517
+1,083
49
$2.15M 0.16%
7,985
+593
50
$2.07M 0.16%
30,423
-3,008
1
2
3 4 5