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
76
$2.36M 0.13%
16,173
+1,755
77
$2.28M 0.13%
9,982
+1,731
78
$2.27M 0.13%
58,078
+2,843
79
$2.23M 0.12%
32,444
+12,018
80
$2.21M 0.12%
13,030
+2,428
81
$2.14M 0.12%
286,424
+269,675
82
$2.12M 0.12%
6,167
-530
83
$2.12M 0.12%
17,090
+1,641
84
$1.95M 0.11%
28,932
+14,738
85
$1.9M 0.11%
3,197
+381
86
$1.9M 0.11%
10,798
+99
87
$1.9M 0.1%
28,002
+3,719
88
$1.82M 0.1%
20,772
+12,424
89
$1.8M 0.1%
45,322
+6,355
90
$1.78M 0.1%
4,645
+2,741
91
$1.77M 0.1%
3,973
+33
92
$1.7M 0.09%
10,858
+1,068
93
$1.68M 0.09%
5,474
+943
94
$1.64M 0.09%
7,067
+2,884
95
$1.6M 0.09%
25,150
+2,798
96
$1.55M 0.09%
13,037
+2,343
97
$1.52M 0.08%
3,153
-464
98
$1.46M 0.08%
48,946
+38,981
99
$1.42M 0.08%
+189,432
100
$1.4M 0.08%
6,549
+97
2 3
4
5 6