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
101
$678K 0.05%
22,059
+3,481
102
$671K 0.05%
4,308
-617
103
$658K 0.05%
4,536
-345
104
$643K 0.05%
4,688
+1,608
105
$636K 0.05%
501
+126
106
$634K 0.05%
9,364
+491
107
$626K 0.05%
2,722
+19
108
$615K 0.05%
+4,578
109
$603K 0.05%
9,960
+1,605
110
$585K 0.04%
15,245
+1,715
111
$585K 0.04%
11,042
+1,948
112
$565K 0.04%
1,427
+29
113
$559K 0.04%
12,823
+1,063
114
$537K 0.04%
3,679
-258
115
$531K 0.04%
5,830
-3,130
116
$527K 0.04%
4,380
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117
$517K 0.04%
+19,373
118
$510K 0.04%
8,826
-341
119
$508K 0.04%
1,163
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120
$503K 0.04%
11,096
+108
121
$491K 0.04%
4,772
-312
122
$489K 0.04%
5,749
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123
$480K 0.04%
2,344
+398
124
$478K 0.04%
1,608
+92
125
$477K 0.04%
9,428
+918
3 4
5
6 7