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
101
$1.56M 0.08%
8,061
+994
102
$1.53M 0.08%
5,472
+827
103
$1.53M 0.08%
363
+23
104
$1.52M 0.08%
782
+494
105
$1.51M 0.08%
22,653
+9,616
106
$1.51M 0.08%
13,217
+730
107
$1.47M 0.08%
5,420
+2,460
108
$1.47M 0.08%
4,820
+337
109
$1.46M 0.07%
7,044
+495
110
$1.46M 0.07%
6,065
+910
111
$1.44M 0.07%
18,735
-120
112
$1.42M 0.07%
5,167
+844
113
$1.41M 0.07%
2,531
+373
114
$1.39M 0.07%
677
+206
115
$1.37M 0.07%
7,700
116
$1.35M 0.07%
3,456
+365
117
$1.35M 0.07%
23,820
+1,873
118
$1.34M 0.07%
20,245
+5
119
$1.32M 0.07%
280,133
-6,291
120
$1.28M 0.07%
44,164
+2,695
121
$1.27M 0.07%
2,835
+901
122
$1.27M 0.07%
75,839
+1,012
123
$1.27M 0.07%
28,201
+1,989
124
$1.26M 0.07%
10,415
+8,067
125
$1.25M 0.06%
16,173
+2,306
3 4
5
6 7