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
$3.06B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$315M
2
+$74M
3
+$72M
4
NTES icon
NetEase
NTES
+$47.9M
5
PDD icon
Pinduoduo
PDD
+$39.6M

Top Sells

1
+$10.7M
2
+$9.2M
3
+$7.55M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.48M
5
BNO icon
United States Brent Oil Fund
BNO
+$6.73M

Sector Composition

1 Consumer Discretionary 63.45%
2 Communication Services 21.89%
3 Technology 6.77%
4 Healthcare 2.13%
5 Financials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.24M 0.04%
7,200
+1,477
77
$1.21M 0.04%
13,247
-421
78
$1.19M 0.04%
2,135
+195
79
$1.18M 0.04%
71,612
-11,164
80
$1.18M 0.04%
4,517
+99
81
$1.12M 0.04%
6,191
+973
82
$1.11M 0.04%
3,027
+126
83
$1.1M 0.04%
470
-9
84
$1.05M 0.03%
2,061
-276
85
$1.03M 0.03%
1,886
-74
86
$1.02M 0.03%
5,770
-783
87
$1.02M 0.03%
3,065
+137
88
$1.02M 0.03%
14,890
+610
89
$990K 0.03%
15,777
-363
90
$981K 0.03%
5,298
+206
91
$968K 0.03%
5,971
-292
92
$943K 0.03%
25,183
-576
93
$943K 0.03%
10,517
+467
94
$939K 0.03%
4,380
+169
95
$929K 0.03%
6,808
+288
96
$918K 0.03%
5,581
+328
97
$840K 0.03%
11,182
+454
98
$786K 0.03%
5,765
-767
99
$752K 0.02%
3,571
+590
100
$742K 0.02%
2,183
-15
2 3
4
5 6