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
$1.61B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$12.9M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$9.18M
5
AMZN icon
Amazon
AMZN
+$7.47M

Top Sells

1
+$24.3M
2
+$16.8M
3
+$8M
4
WB icon
Weibo
WB
+$2.43M
5
PDD icon
Pinduoduo
PDD
+$2.4M

Sector Composition

1 Consumer Discretionary 40.2%
2 Technology 29.79%
3 Communication Services 9.9%
4 Healthcare 5.71%
5 Real Estate 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.61M 0.47%
43,275
+14,775
27
$6.99M 0.43%
334,038
-39,541
28
$6.41M 0.4%
12,262
+3,655
29
$6.31M 0.39%
162,957
-18,618
30
$5.6M 0.35%
33,078
+7,501
31
$5.4M 0.33%
10,695
+2,459
32
$5.17M 0.32%
130,000
33
$5.06M 0.31%
132,296
34
$4.96M 0.31%
1,176,445
-166,216
35
$4.78M 0.3%
1,063,318
-215,880
36
$4.6M 0.29%
15,287
+6,951
37
$4.52M 0.28%
6,163
+1,654
38
$4.31M 0.27%
8,708
+6,843
39
$4.19M 0.26%
83,964
+14,293
40
$4.02M 0.25%
5,165
+3,653
41
$3.87M 0.24%
13,862
+11,013
42
$3.86M 0.24%
87,440
+9,854
43
$3.79M 0.23%
15,034
+478
44
$3.77M 0.23%
5,794
+974
45
$3.74M 0.23%
31,720
-5,051
46
$3.73M 0.23%
6,139
+1,681
47
$3.71M 0.23%
4,868
+1,471
48
$3.71M 0.23%
7,700
+6,199
49
$3.55M 0.22%
17,202
+2,995
50
$3.47M 0.21%
137,101
-11,463
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