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
51
$2.66M 0.24%
15,949
+90
52
$2.52M 0.23%
9,885
+661
53
$2.49M 0.23%
32,563
-290
54
$2.45M 0.22%
5,113
+32
55
$2.42M 0.22%
+35,000
56
$2.35M 0.21%
22,947
+5,873
57
$2.32M 0.21%
8,496
+296
58
$2.19M 0.2%
5,673
-35
59
$2.07M 0.19%
+59,590
60
$2.04M 0.19%
8,400
+352
61
$2.02M 0.18%
51,586
-336
62
$2.02M 0.18%
+800,000
63
$1.86M 0.17%
68,027
-20,481
64
$1.85M 0.17%
6,672
-53
65
$1.77M 0.16%
13,140
+108
66
$1.76M 0.16%
8,389
-3
67
$1.73M 0.16%
+31,444
68
$1.73M 0.16%
10,467
-33
69
$1.62M 0.15%
23,249
-205
70
$1.6M 0.15%
17,621
-263
71
$1.53M 0.14%
10,482
-150
72
$1.44M 0.13%
23,304
+2,448
73
$1.43M 0.13%
5,056
+539
74
$1.39M 0.13%
35,000
-15,000
75
$1.36M 0.12%
7,852
+35
1 2
3
4 5