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
$1.61B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$12.9M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$9.18M
5
AMZN icon
Amazon
AMZN
+$7.47M

Top Sells

1
+$24.3M
2
+$16.8M
3
+$8M
4
WB icon
Weibo
WB
+$2.43M
5
PDD icon
Pinduoduo
PDD
+$2.4M

Sector Composition

1 Consumer Discretionary 40.2%
2 Technology 29.79%
3 Communication Services 9.9%
4 Healthcare 5.71%
5 Real Estate 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$830K 0.05%
+3,981
127
$819K 0.05%
14,194
+4,094
128
$812K 0.05%
+1,862
129
$806K 0.05%
8,984
-240
130
$804K 0.05%
+255
131
$796K 0.05%
11,653
-296
132
$776K 0.05%
+1,869
133
$713K 0.04%
1,321
+57
134
$711K 0.04%
5,124
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135
$707K 0.04%
10,548
-187
136
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+2,567
137
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3,912
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138
$658K 0.04%
8,745
-90
139
$642K 0.04%
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140
$641K 0.04%
424
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141
$641K 0.04%
5,173
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142
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144
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145
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146
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147
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148
$581K 0.04%
9,796
-164
149
$577K 0.04%
6,352
-204
150
$577K 0.04%
3,121
-68
4 5
6
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