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
$1.31B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$8.56M
3
+$3.24M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.14M
5
RING icon
iShares MSCI Global Gold Miners ETF
RING
+$3.08M

Top Sells

1
+$40.9M
2
+$7.48M
3
+$5.75M
4
STAA icon
STAAR Surgical
STAA
+$4.82M
5
SE icon
Sea Limited
SE
+$3.38M

Sector Composition

1 Consumer Discretionary 45.37%
2 Technology 25.37%
3 Communication Services 8.93%
4 Healthcare 6.43%
5 Real Estate 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.09%
12,598
+2,041
77
$1.09M 0.08%
4,530
+725
78
$1.07M 0.08%
11,509
+3,675
79
$1.04M 0.08%
19,298
-3,459
80
$1.04M 0.08%
14,962
+2,420
81
$997K 0.08%
2,846
-133
82
$957K 0.07%
6,419
-441
83
$954K 0.07%
4,774
+297
84
$951K 0.07%
3,702
+630
85
$948K 0.07%
9,177
+1,396
86
$901K 0.07%
2,294
+1,689
87
$899K 0.07%
71,683
+8,291
88
$850K 0.06%
4,008
+295
89
$822K 0.06%
1,630
-115
90
$819K 0.06%
3,958
+266
91
$806K 0.06%
7,900
92
$788K 0.06%
10,093
+669
93
$781K 0.06%
13,315
+1,085
94
$749K 0.06%
1,395
-131
95
$744K 0.06%
8,572
+4,084
96
$735K 0.06%
6,248
-504
97
$709K 0.05%
4,907
-2,472
98
$706K 0.05%
12,072
+1,797
99
$693K 0.05%
2,004
-254
100
$691K 0.05%
1,572
+270
2 3
4
5 6