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
$1.2B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$10.6M
3
+$8.25M
4
SE icon
Sea Limited
SE
+$7.13M
5
LEGN icon
Legend Biotech
LEGN
+$5.83M

Top Sells

1
+$44.7M
2
+$22M
3
+$10.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.1M
5
LI icon
Li Auto
LI
+$8.53M

Sector Composition

1 Consumer Discretionary 36.91%
2 Technology 25.51%
3 Communication Services 14.94%
4 Healthcare 9.44%
5 Real Estate 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$526K 0.04%
+9,604
127
$523K 0.04%
950
-72
128
$515K 0.04%
31,286
+10,646
129
$513K 0.04%
4,548
-240
130
$495K 0.04%
4,346
-2,861
131
$492K 0.04%
11,387
-385
132
$491K 0.04%
1,203
-161
133
$482K 0.04%
10,398
+725
134
$480K 0.04%
25,814
-2,011
135
$479K 0.04%
4,364
-384
136
$479K 0.04%
7,535
-347
137
$476K 0.04%
+9,933
138
$471K 0.04%
2,393
-199
139
$469K 0.04%
9,481
-2,237
140
$468K 0.04%
16,056
-1,979
141
$466K 0.04%
39,393
-13,757
142
$464K 0.04%
29,170
+1,763
143
$463K 0.04%
3,573
-449
144
$463K 0.04%
77,101
+1,968
145
$462K 0.04%
40,255
+4,838
146
$461K 0.04%
1,066
147
$461K 0.04%
3,969
-283
148
$457K 0.04%
22,897
+3,712
149
$456K 0.04%
11,986
-32
150
$456K 0.04%
10,055
+4,435
4 5
6
7 8