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
$1.26B
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$28.2M
3
+$11.8M
4
BZ icon
Kanzhun
BZ
+$5.71M
5
IQ icon
iQIYI
IQ
+$4.15M

Top Sells

1
+$38.3M
2
+$19.3M
3
+$14.8M
4
JOYY
JOYY Inc
JOYY
+$7.98M
5
MSFT icon
Microsoft
MSFT
+$6.65M

Sector Composition

1 Consumer Discretionary 37.28%
2 Technology 32.43%
3 Communication Services 9.6%
4 Healthcare 8.37%
5 Real Estate 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.14%
4,533
+1,589
52
$1.7M 0.13%
8,721
-1,256
53
$1.64M 0.13%
7,392
-476
54
$1.58M 0.12%
38,007
-7,294
55
$1.5M 0.12%
23,260
-3,330
56
$1.45M 0.11%
7,379
-1,614
57
$1.44M 0.11%
84,778
-4,282
58
$1.43M 0.11%
3,236
+1,373
59
$1.42M 0.11%
18,404
-1,097
60
$1.4M 0.11%
3,991
-459
61
$1.38M 0.11%
9,922
-2,042
62
$1.36M 0.11%
22,757
-247,532
63
$1.34M 0.11%
10,526
+5,134
64
$1.34M 0.11%
71,320
-158
65
$1.29M 0.1%
11,702
-4,241
66
$1.26M 0.1%
6,083
-1,113
67
$1.25M 0.1%
40,532
-259,646
68
$1.24M 0.1%
1,720
-85
69
$1.21M 0.1%
3,528
-675
70
$1.17M 0.09%
8,706
-1,052
71
$1.14M 0.09%
2,626
-376
72
$1.1M 0.09%
4,701
-691
73
$1.05M 0.08%
10,557
-1,820
74
$1.02M 0.08%
2,979
-377
75
$951K 0.08%
14,822
+9,047
1 2
3
4 5