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
$1.61B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$12.9M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$9.18M
5
AMZN icon
Amazon
AMZN
+$7.47M

Top Sells

1
+$24.3M
2
+$16.8M
3
+$8M
4
WB icon
Weibo
WB
+$2.43M
5
PDD icon
Pinduoduo
PDD
+$2.4M

Sector Composition

1 Consumer Discretionary 40.2%
2 Technology 29.79%
3 Communication Services 9.9%
4 Healthcare 5.71%
5 Real Estate 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.26M 0.08%
11,074
+6,955
102
$1.24M 0.08%
10,128
+7,242
103
$1.23M 0.08%
338
-10
104
$1.16M 0.07%
20,003
+14,272
105
$1.14M 0.07%
10,694
-1,604
106
$1.13M 0.07%
4,007
+2,864
107
$1.07M 0.07%
7,700
+29
108
$1.06M 0.07%
4,290
-107
109
$1.06M 0.07%
6,852
+30
110
$1.05M 0.06%
37,786
+23,864
111
$1.04M 0.06%
4,122
+3,196
112
$1.03M 0.06%
+3,300
113
$1.02M 0.06%
11,143
-183
114
$1.01M 0.06%
4,043
-53
115
$1M 0.06%
1,788
-33
116
$974K 0.06%
23,215
+16,588
117
$959K 0.06%
13,033
+5,717
118
$928K 0.06%
3,565
-79
119
$928K 0.06%
13,252
-298
120
$902K 0.06%
4,183
+128
121
$898K 0.06%
+2,579
122
$887K 0.05%
23,919
+4,244
123
$860K 0.05%
7,900
124
$860K 0.05%
+1,193
125
$841K 0.05%
+11,792
3 4
5
6 7