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
$1.1B
AUM Growth
-$1.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$22.9M
3
+$19.7M
4
NIO icon
NIO
NIO
+$19.6M
5
META icon
Meta Platforms (Facebook)
META
+$16.1M

Top Sells

1
+$1.32B
2
+$334M
3
+$314M
4
NTES icon
NetEase
NTES
+$202M
5
TCOM icon
Trip.com Group
TCOM
+$95M

Sector Composition

1 Consumer Discretionary 35.58%
2 Technology 17.59%
3 Communication Services 16.9%
4 Healthcare 11.23%
5 Real Estate 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$475K 0.04%
15,946
+4,943
152
$475K 0.04%
6,333
+2,887
153
$472K 0.04%
51,948
+20,684
154
$470K 0.04%
44,408
+27,767
155
$470K 0.04%
5,706
+144
156
$468K 0.04%
1,985
+434
157
$466K 0.04%
12,597
+4,263
158
$465K 0.04%
39,341
+21,529
159
$460K 0.04%
9,109
+4,411
160
$454K 0.04%
14,640
+7,286
161
$454K 0.04%
12,803
+5,921
162
$454K 0.04%
22,816
+11,540
163
$453K 0.04%
4,643
+1,638
164
$450K 0.04%
17,775
+9,670
165
$445K 0.04%
6,283
+163
166
$443K 0.04%
3,039
+780
167
$442K 0.04%
1,259
+69
168
$440K 0.04%
10,000
+2,274
169
$440K 0.04%
+1,115
170
$438K 0.04%
14,078
+30
171
$438K 0.04%
5,872
+360
172
$436K 0.04%
11,086
+3,932
173
$433K 0.04%
17,480
+6,171
174
$430K 0.04%
37,265
+14,279
175
$428K 0.04%
4,588
5 6
7
8 9