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
76
$2.63M 0.14%
15,400
+2,370
77
$2.63M 0.14%
10,825
-3,461
78
$2.58M 0.13%
69,431
-62,865
79
$2.57M 0.13%
54,292
+5,346
80
$2.51M 0.13%
5,405
+115
81
$2.41M 0.12%
28,774
-3,670
82
$2.4M 0.12%
+39,001
83
$2.4M 0.12%
11,623
+825
84
$2.39M 0.12%
2,269
-70
85
$2.38M 0.12%
29,887
+19,887
86
$2.38M 0.12%
101,496
+15,805
87
$2.37M 0.12%
29,357
+1,355
88
$2.31M 0.12%
12,234
+9,865
89
$2.23M 0.11%
+76,651
90
$2.1M 0.11%
18,510
+1,420
91
$2.07M 0.11%
4,223
+250
92
$2.05M 0.11%
51,380
-25,573
93
$2.01M 0.1%
33,832
+15,382
94
$1.98M 0.1%
27,553
+2,403
95
$1.97M 0.1%
8,553
-2,352
96
$1.93M 0.1%
48,525
+3,203
97
$1.84M 0.09%
3,153
98
$1.75M 0.09%
6,461
+987
99
$1.74M 0.09%
41,739
-16,339
100
$1.71M 0.09%
11,584
+726
2 3
4
5 6