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
$1.95B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$12.2M
3
+$9.41M
4
AVGO icon
Broadcom
AVGO
+$6.49M
5
PDD icon
Pinduoduo
PDD
+$5.98M

Top Sells

1
+$18.3M
2
+$11.3M
3
+$9.44M
4
ZTO icon
ZTO Express
ZTO
+$7.08M
5
NIO icon
NIO
NIO
+$4.53M

Sector Composition

1 Consumer Discretionary 37.74%
2 Technology 30.94%
3 Communication Services 8.5%
4 Healthcare 6.31%
5 Financials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.7M 0.4%
46,924
+6,715
27
$6.64M 0.34%
12,825
+416
28
$6.59M 0.34%
7,433
+876
29
$6.21M 0.32%
116,607
+16,089
30
$6.16M 0.32%
281,105
+271,029
31
$6.03M 0.31%
73,950
+46,990
32
$5.69M 0.29%
116,745
+58,319
33
$5.6M 0.29%
150,555
-15,818
34
$5.5M 0.28%
26,627
+3,976
35
$5.49M 0.28%
20,074
+4,236
36
$5.48M 0.28%
32,243
+1,788
37
$5.47M 0.28%
1,911,206
-24,296
38
$5.45M 0.28%
31,980
+5,701
39
$5.16M 0.27%
52,641
+41,831
40
$5.02M 0.26%
8,088
+1,128
41
$5.02M 0.26%
7,074
+696
42
$4.93M 0.25%
5,562
+351
43
$4.59M 0.24%
21,761
+3,892
44
$4.49M 0.23%
53,574
+49,164
45
$4.44M 0.23%
4,965
+506
46
$4.41M 0.23%
9,585
+683
47
$4.39M 0.23%
12,414
+2,158
48
$4.37M 0.22%
45,500
+24,728
49
$4.13M 0.21%
125,193
-20,647
50
$4M 0.21%
18,076
+3,097
1
2
3 4 5