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
$1.95B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$12.2M
3
+$9.41M
4
AVGO icon
Broadcom
AVGO
+$6.49M
5
PDD icon
Pinduoduo
PDD
+$5.98M

Top Sells

1
+$18.3M
2
+$11.3M
3
+$9.44M
4
ZTO icon
ZTO Express
ZTO
+$7.08M
5
NIO icon
NIO
NIO
+$4.53M

Sector Composition

1 Consumer Discretionary 37.74%
2 Technology 30.94%
3 Communication Services 8.5%
4 Healthcare 6.31%
5 Financials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.97M 0.2%
6,791
+410
52
$3.9M 0.2%
1,118,476
+4,216
53
$3.86M 0.2%
7,814
+120
54
$3.81M 0.2%
76,675
-10,369
55
$3.77M 0.19%
104,098
+8,938
56
$3.75M 0.19%
72,026
57
$3.74M 0.19%
21,983
+1,651
58
$3.66M 0.19%
7,674
+564
59
$3.62M 0.19%
18,341
-369
60
$3.54M 0.18%
8,738
+2,571
61
$3.5M 0.18%
29,882
+1,971
62
$3.49M 0.18%
5,642
+859
63
$3.48M 0.18%
12,637
+7,711
64
$3.35M 0.17%
13,488
+134
65
$3.22M 0.17%
+71,666
66
$3.14M 0.16%
+5,800
67
$3.12M 0.16%
11,205
+741
68
$3.1M 0.16%
9,634
-105
69
$3.01M 0.15%
10,950
-1,340
70
$2.96M 0.15%
+65,098
71
$2.86M 0.15%
27,598
-19,254
72
$2.79M 0.14%
17,195
+1,022
73
$2.75M 0.14%
5,430
+2,233
74
$2.73M 0.14%
15,747
+1,077
75
$2.71M 0.14%
11,794
+1,812
1 2
3
4 5