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
$1.81B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$29.1M
3
+$15.5M
4
MSFT icon
Microsoft
MSFT
+$12.6M
5
NVDA icon
NVIDIA
NVDA
+$11.6M

Top Sells

1
+$28.5M
2
+$15.1M
3
+$11.9M
4
ASX icon
ASE Group
ASX
+$7.99M
5
YUMC icon
Yum China
YUMC
+$5.17M

Sector Composition

1 Consumer Discretionary 39.73%
2 Technology 31.74%
3 Communication Services 9.52%
4 Healthcare 5.08%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.35M 0.19%
20,332
+1,243
52
$3.32M 0.18%
72,026
-3,393
53
$3.25M 0.18%
6,381
-2,327
54
$3.23M 0.18%
13,354
-1,680
55
$3.23M 0.18%
12,290
-1,572
56
$3.21M 0.18%
27,911
+5,883
57
$3.21M 0.18%
18,710
+5,533
58
$3.12M 0.17%
7,110
+405
59
$3.11M 0.17%
10,256
+2,526
60
$3.07M 0.17%
14,286
+3,858
61
$3.06M 0.17%
18,990
-2,772
62
$3.04M 0.17%
9,739
+2,207
63
$2.87M 0.16%
26,960
+5,120
64
$2.86M 0.16%
95,160
65
$2.65M 0.15%
85,691
-1,749
66
$2.64M 0.15%
4,783
+298
67
$2.64M 0.15%
1,114,260
-62,185
68
$2.61M 0.14%
10,464
+1,136
69
$2.61M 0.14%
76,953
+5,819
70
$2.59M 0.14%
14,979
+3,705
71
$2.59M 0.14%
58,426
+1,374
72
$2.48M 0.14%
5,290
+1,061
73
$2.46M 0.14%
2,339
+646
74
$2.42M 0.13%
14,670
+1,662
75
$2.38M 0.13%
10,905
+1,164
1 2
3
4 5