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
$1.1B
AUM Growth
-$1.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$22.9M
3
+$19.7M
4
NIO icon
NIO
NIO
+$19.6M
5
META icon
Meta Platforms (Facebook)
META
+$16.1M

Top Sells

1
+$1.32B
2
+$334M
3
+$314M
4
NTES icon
NetEase
NTES
+$202M
5
TCOM icon
Trip.com Group
TCOM
+$95M

Sector Composition

1 Consumer Discretionary 35.58%
2 Technology 17.59%
3 Communication Services 16.9%
4 Healthcare 11.23%
5 Real Estate 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$563K 0.05%
2,052
-7
127
$561K 0.05%
6,156
-145
128
$554K 0.05%
10,780
+7,104
129
$548K 0.05%
22,103
+14,107
130
$546K 0.05%
4,316
+1,709
131
$543K 0.05%
13,553
+5,723
132
$538K 0.05%
11,610
+112
133
$534K 0.05%
10,315
+5,938
134
$531K 0.05%
15,011
+1,782
135
$525K 0.05%
966
-6
136
$524K 0.05%
8,779
+4,678
137
$512K 0.05%
11,307
+141
138
$512K 0.05%
13,237
+8,833
139
$505K 0.05%
14,347
+7,926
140
$503K 0.05%
24,138
+11,358
141
$499K 0.05%
13,088
+24
142
$498K 0.05%
7,413
+4,092
143
$493K 0.04%
20,031
+15,474
144
$487K 0.04%
7,747
+164
145
$483K 0.04%
3,315
+1,583
146
$483K 0.04%
5,832
+2,301
147
$482K 0.04%
10,651
+4,455
148
$482K 0.04%
18,939
+6,656
149
$480K 0.04%
11,400
-90
150
$476K 0.04%
4,385
-8
4 5
6
7 8