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
$1.37B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$13.5M
3
+$13.1M
4
MRVL icon
Marvell Technology
MRVL
+$11.4M
5
TSM icon
TSMC
TSM
+$10.4M

Top Sells

1
+$24.2M
2
+$19.1M
3
+$15.6M
4
ZLAB icon
Zai Lab
ZLAB
+$7.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.55M

Sector Composition

1 Consumer Discretionary 36.1%
2 Technology 29.22%
3 Communication Services 14%
4 Healthcare 8.72%
5 Real Estate 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.6M 0.19%
14,210
+2,905
52
$2.47M 0.18%
5,532
+45
53
$2.38M 0.17%
4,779
-278
54
$2.22M 0.16%
8,993
-14
55
$2.16M 0.16%
10,792
+785
56
$2.04M 0.15%
16,626
-164
57
$1.97M 0.14%
9,977
-13
58
$1.96M 0.14%
15,943
-4,130
59
$1.94M 0.14%
6,796
+493
60
$1.9M 0.14%
7,868
-131
61
$1.73M 0.13%
11,964
-1,013
62
$1.72M 0.13%
45,301
-4,030
63
$1.66M 0.12%
4,797
-287
64
$1.65M 0.12%
9,963
+1,726
65
$1.62M 0.12%
19,501
-846
66
$1.58M 0.12%
+89,060
67
$1.54M 0.11%
16,585
+1,207
68
$1.48M 0.11%
1,805
-128
69
$1.41M 0.1%
26,590
-30
70
$1.4M 0.1%
4,450
-180
71
$1.38M 0.1%
7,196
-487
72
$1.29M 0.09%
12,377
-733
73
$1.28M 0.09%
9,758
+724
74
$1.16M 0.08%
3,002
+15
75
$1.16M 0.08%
7,546
+268
1 2
3
4 5