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
$1.95B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$12.2M
3
+$9.41M
4
AVGO icon
Broadcom
AVGO
+$6.49M
5
PDD icon
Pinduoduo
PDD
+$5.98M

Top Sells

1
+$18.3M
2
+$11.3M
3
+$9.44M
4
ZTO icon
ZTO Express
ZTO
+$7.08M
5
NIO icon
NIO
NIO
+$4.53M

Sector Composition

1 Consumer Discretionary 37.74%
2 Technology 30.94%
3 Communication Services 8.5%
4 Healthcare 6.31%
5 Financials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.24M 0.06%
353,771
-1,454
127
$1.23M 0.06%
2,434
+1,101
128
$1.22M 0.06%
4,417
+306
129
$1.2M 0.06%
9,471
+4,002
130
$1.2M 0.06%
2,364
+1,250
131
$1.19M 0.06%
12,236
+889
132
$1.15M 0.06%
3,204
-704
133
$1.13M 0.06%
17,405
-11,527
134
$1.13M 0.06%
16,576
-10,303
135
$1.09M 0.06%
8,587
-1,392
136
$1.09M 0.06%
8,716
-45
137
$1.08M 0.06%
+29,063
138
$1.07M 0.05%
14,467
+619
139
$1.06M 0.05%
14,551
+7,736
140
$1.04M 0.05%
19,960
+9,965
141
$1.03M 0.05%
16,280
-4,100
142
$1.03M 0.05%
6,460
-12,530
143
$1.03M 0.05%
1,991
+236
144
$1.02M 0.05%
8,887
+1,568
145
$1.01M 0.05%
12,614
+1,771
146
$999K 0.05%
54,076
+27,038
147
$995K 0.05%
2,974
+395
148
$994K 0.05%
4,193
+3,106
149
$953K 0.05%
+3,739
150
$926K 0.05%
189,432
4 5
6
7 8