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
$1.61B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$12.9M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$9.18M
5
AMZN icon
Amazon
AMZN
+$7.47M

Top Sells

1
+$24.3M
2
+$16.8M
3
+$8M
4
WB icon
Weibo
WB
+$2.43M
5
PDD icon
Pinduoduo
PDD
+$2.4M

Sector Composition

1 Consumer Discretionary 40.2%
2 Technology 29.79%
3 Communication Services 9.9%
4 Healthcare 5.71%
5 Real Estate 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.41M 0.21%
21,762
+6,348
52
$3.37M 0.21%
8,005
+5,251
53
$3.34M 0.21%
19,089
+4,723
54
$3.32M 0.21%
75,419
-10,121
55
$3.28M 0.2%
18,812
+3,182
56
$3.2M 0.2%
57,052
-6,845
57
$3.2M 0.2%
15,961
+11,392
58
$3.16M 0.2%
75,324
-13,234
59
$3.11M 0.19%
6,705
+5,939
60
$2.93M 0.18%
95,160
-32,683
61
$2.68M 0.17%
7,730
+2,353
62
$2.61M 0.16%
4,485
+1,710
63
$2.57M 0.16%
6,697
+5,120
64
$2.56M 0.16%
22,028
+15,690
65
$2.54M 0.16%
6,501
+404
66
$2.5M 0.15%
19,873
+6,191
67
$2.4M 0.15%
13,177
+6,208
68
$2.39M 0.15%
55,235
+14,321
69
$2.33M 0.14%
9,328
+3,318
70
$2.28M 0.14%
14,418
+9,658
71
$2.25M 0.14%
71,134
+12,161
72
$2.15M 0.13%
11,274
+3,625
73
$2.15M 0.13%
10,428
+315
74
$2.14M 0.13%
7,532
-119
75
$2.12M 0.13%
21,840
-540
1 2
3
4 5