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
$1.2B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$10.6M
3
+$8.25M
4
SE icon
Sea Limited
SE
+$7.13M
5
LEGN icon
Legend Biotech
LEGN
+$5.83M

Top Sells

1
+$44.7M
2
+$22M
3
+$10.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.1M
5
LI icon
Li Auto
LI
+$8.53M

Sector Composition

1 Consumer Discretionary 36.91%
2 Technology 25.51%
3 Communication Services 14.94%
4 Healthcare 9.44%
5 Real Estate 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$452K 0.04%
9,137
152
$448K 0.04%
13,513
-514
153
$447K 0.04%
17,116
-2,723
154
$447K 0.04%
20,879
-4,745
155
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8,604
+1,554
156
$445K 0.04%
11,083
+2,081
157
$442K 0.04%
1,879
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158
$442K 0.04%
36,161
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159
$442K 0.04%
35,685
-7,619
160
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6,281
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161
$436K 0.04%
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162
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163
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16,705
-98
164
$433K 0.04%
1,682
165
$431K 0.04%
3,606
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166
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167
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168
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11,272
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169
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170
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11,083
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171
$422K 0.04%
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172
$421K 0.04%
2,143
+229
173
$419K 0.03%
1,508
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174
$413K 0.03%
14,861
+607
175
$411K 0.03%
1,702
-1
5 6
7
8 9