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
$2.83B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$339M
2
+$68.3M
3
+$65M
4
PDD icon
Pinduoduo
PDD
+$52.7M
5
NTES icon
NetEase
NTES
+$43.1M

Top Sells

1
+$5.06M
2
+$3.9M
3
+$3.02M
4
BNO icon
United States Brent Oil Fund
BNO
+$2.65M
5
DBO icon
Invesco DB Oil Fund
DBO
+$2.53M

Sector Composition

1 Consumer Discretionary 60.57%
2 Communication Services 21.3%
3 Technology 8.28%
4 Healthcare 2.43%
5 Real Estate 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$721K 0.03%
5,368
+40
127
$715K 0.03%
2,981
+225
128
$708K 0.03%
15,918
-359
129
$707K 0.03%
1,059
-31
130
$679K 0.02%
4,826
-68
131
$678K 0.02%
7,745
+222
132
$673K 0.02%
1,677
-89
133
$670K 0.02%
4,296
134
$658K 0.02%
15,966
135
$650K 0.02%
5,955
-718
136
$630K 0.02%
467
-2
137
$623K 0.02%
2,256
-18
138
$621K 0.02%
4,010
+16
139
$610K 0.02%
766
+32
140
$600K 0.02%
9,025
+62
141
$589K 0.02%
2,018
+1
142
$589K 0.02%
+1,548
143
$585K 0.02%
+14,511
144
$572K 0.02%
9,342
+109
145
$561K 0.02%
11,688
+44
146
$558K 0.02%
7,280
+4
147
$553K 0.02%
11,745
-285
148
$543K 0.02%
+3,261
149
$519K 0.02%
5,838
+24
150
$517K 0.02%
4,668
4 5
6
7 8