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
$1.31B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$8.56M
3
+$3.24M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.14M
5
RING icon
iShares MSCI Global Gold Miners ETF
RING
+$3.08M

Top Sells

1
+$40.9M
2
+$7.48M
3
+$5.75M
4
STAA icon
STAAR Surgical
STAA
+$4.82M
5
SE icon
Sea Limited
SE
+$3.38M

Sector Composition

1 Consumer Discretionary 45.37%
2 Technology 25.37%
3 Communication Services 8.93%
4 Healthcare 6.43%
5 Real Estate 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$429K 0.03%
8,416
-418
152
$428K 0.03%
3,687
+830
153
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5,666
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154
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155
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16,095
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156
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157
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158
$420K 0.03%
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159
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160
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161
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162
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163
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164
$414K 0.03%
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165
$414K 0.03%
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166
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168
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169
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170
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171
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172
$386K 0.03%
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173
$382K 0.03%
12,075
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174
$378K 0.03%
11,408
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175
$377K 0.03%
1,596
+241
5 6
7
8 9