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
$1.81B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$29.1M
3
+$15.5M
4
MSFT icon
Microsoft
MSFT
+$12.6M
5
NVDA icon
NVIDIA
NVDA
+$11.6M

Top Sells

1
+$28.5M
2
+$15.1M
3
+$11.9M
4
ASX icon
ASE Group
ASX
+$7.99M
5
YUMC icon
Yum China
YUMC
+$5.17M

Sector Composition

1 Consumer Discretionary 39.73%
2 Technology 31.74%
3 Communication Services 9.52%
4 Healthcare 5.08%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.79M 0.49%
16,145
+3,883
27
$8.27M 0.46%
41,798
-1,477
28
$7.1M 0.39%
1,935,502
-1,359,057
29
$7.08M 0.39%
341,040
+7,002
30
$6.89M 0.38%
12,409
+1,714
31
$6.52M 0.36%
40,209
-175,692
32
$6.3M 0.35%
132,296
33
$6.16M 0.34%
46,852
+15,132
34
$6.07M 0.34%
30,455
-2,623
35
$5.57M 0.31%
6,557
+394
36
$5.54M 0.31%
166,373
+3,416
37
$4.78M 0.26%
100,518
+16,554
38
$4.72M 0.26%
5,211
+46
39
$4.57M 0.25%
6,960
+1,166
40
$4.53M 0.25%
1,089,571
+26,253
41
$4.41M 0.24%
22,651
+3,839
42
$4.3M 0.24%
6,378
+239
43
$4.07M 0.23%
15,838
+551
44
$4.03M 0.22%
145,840
+8,739
45
$3.82M 0.21%
87,044
+11,720
46
$3.71M 0.21%
26,279
+6,406
47
$3.62M 0.2%
8,902
+897
48
$3.61M 0.2%
17,869
+1,908
49
$3.51M 0.19%
4,459
-409
50
$3.39M 0.19%
7,694
-6
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2
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