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
$1.81B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$29.1M
3
+$15.5M
4
MSFT icon
Microsoft
MSFT
+$12.6M
5
NVDA icon
NVIDIA
NVDA
+$11.6M

Top Sells

1
+$28.5M
2
+$15.1M
3
+$11.9M
4
ASX icon
ASE Group
ASX
+$7.99M
5
YUMC icon
Yum China
YUMC
+$5.17M

Sector Composition

1 Consumer Discretionary 39.73%
2 Technology 31.74%
3 Communication Services 9.52%
4 Healthcare 5.08%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.02M 0.06%
+4,074
127
$1.01M 0.06%
7,319
+4,206
128
$1M 0.06%
+3,798
129
$992K 0.05%
+10,810
130
$992K 0.05%
10,843
+1,859
131
$981K 0.05%
4,111
+68
132
$970K 0.05%
1,940
-1,561
133
$906K 0.05%
13,848
+596
134
$884K 0.05%
2,960
-3,541
135
$883K 0.05%
11,347
+204
136
$867K 0.05%
+18,450
137
$863K 0.05%
15,927
+9,336
138
$836K 0.05%
13,867
+2,214
139
$833K 0.05%
2,656
-644
140
$829K 0.05%
5,469
-3,620
141
$783K 0.04%
1,755
+1,269
142
$774K 0.04%
471
+47
143
$752K 0.04%
10,352
+6,612
144
$747K 0.04%
1,934
+558
145
$734K 0.04%
+10,000
146
$729K 0.04%
6,852
147
$720K 0.04%
10,550
-1,242
148
$720K 0.04%
5,098
-3,016
149
$698K 0.04%
3,988
+76
150
$680K 0.04%
10,001
+1,678
4 5
6
7 8