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
$1.2B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$10.6M
3
+$8.25M
4
SE icon
Sea Limited
SE
+$7.13M
5
LEGN icon
Legend Biotech
LEGN
+$5.83M

Top Sells

1
+$44.7M
2
+$22M
3
+$10.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.1M
5
LI icon
Li Auto
LI
+$8.53M

Sector Composition

1 Consumer Discretionary 36.91%
2 Technology 25.51%
3 Communication Services 14.94%
4 Healthcare 9.44%
5 Real Estate 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$762K 0.06%
5,679
-260
102
$755K 0.06%
10,751
-401
103
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24,042
-2,080
104
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2,651
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105
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-244
106
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107
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108
$667K 0.06%
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109
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5,173
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110
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12,939
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111
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112
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113
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3,445
-203
114
$605K 0.05%
10,755
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115
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5,338
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116
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117
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71,564
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118
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120
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121
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122
$546K 0.05%
6,802
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123
$541K 0.05%
11,806
+3,068
124
$539K 0.04%
15,125
-814
125
$537K 0.04%
13,203
-680
3 4
5
6 7