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
$1.31B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$8.56M
3
+$3.24M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.14M
5
RING icon
iShares MSCI Global Gold Miners ETF
RING
+$3.08M

Top Sells

1
+$40.9M
2
+$7.48M
3
+$5.75M
4
STAA icon
STAAR Surgical
STAA
+$4.82M
5
SE icon
Sea Limited
SE
+$3.38M

Sector Composition

1 Consumer Discretionary 45.37%
2 Technology 25.37%
3 Communication Services 8.93%
4 Healthcare 6.43%
5 Real Estate 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$477K 0.04%
5,115
+819
127
$474K 0.04%
1,569
-123
128
$471K 0.04%
4,185
-598
129
$470K 0.04%
970
-76
130
$467K 0.04%
2,769
-142
131
$466K 0.04%
14,752
+2,835
132
$462K 0.04%
3,814
+315
133
$462K 0.04%
29,125
+10,992
134
$459K 0.03%
2,032
+77
135
$458K 0.03%
17,608
+7,415
136
$458K 0.03%
3,962
-539
137
$455K 0.03%
10,832
-798
138
$454K 0.03%
11,874
-1,278
139
$452K 0.03%
20,682
-2,581
140
$450K 0.03%
3,903
+596
141
$449K 0.03%
5,070
+181
142
$446K 0.03%
10,349
+1,783
143
$444K 0.03%
15,850
+1,502
144
$444K 0.03%
876
+50
145
$442K 0.03%
36,377
+1,510
146
$435K 0.03%
21,160
+13,703
147
$434K 0.03%
56,732
+39,503
148
$432K 0.03%
44,896
+5,907
149
$432K 0.03%
12,834
+2,311
150
$430K 0.03%
8,565
+926
4 5
6
7 8