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
101
$1.39M 0.08%
5,155
+865
102
$1.38M 0.08%
8,761
+5,276
103
$1.35M 0.07%
340
+2
104
$1.33M 0.07%
18,855
+10,110
105
$1.3M 0.07%
+74,827
106
$1.3M 0.07%
21,947
+1,944
107
$1.3M 0.07%
12,487
+1,413
108
$1.24M 0.07%
3,908
+2,125
109
$1.23M 0.07%
7,700
110
$1.23M 0.07%
20,240
+9,733
111
$1.22M 0.07%
2,158
+370
112
$1.2M 0.07%
4,926
+2,112
113
$1.17M 0.06%
355,225
+320,745
114
$1.16M 0.06%
41,469
+3,683
115
$1.14M 0.06%
4,483
+476
116
$1.14M 0.06%
26,879
+19,661
117
$1.13M 0.06%
11,395
+1,267
118
$1.11M 0.06%
13,480
+8,438
119
$1.08M 0.06%
26,212
+2,997
120
$1.08M 0.06%
9,979
+5,113
121
$1.08M 0.06%
20,380
+14,342
122
$1.07M 0.06%
4,323
+758
123
$1.06M 0.06%
14,084
124
$1.03M 0.06%
3,091
+2,321
125
$1.03M 0.06%
35,624
+13,905
3 4
5
6 7