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
$1.61B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$12.9M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$9.18M
5
AMZN icon
Amazon
AMZN
+$7.47M

Top Sells

1
+$24.3M
2
+$16.8M
3
+$8M
4
WB icon
Weibo
WB
+$2.43M
5
PDD icon
Pinduoduo
PDD
+$2.4M

Sector Composition

1 Consumer Discretionary 40.2%
2 Technology 29.79%
3 Communication Services 9.9%
4 Healthcare 5.71%
5 Real Estate 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$575K 0.04%
2,249
-13
152
$574K 0.04%
+21,719
153
$560K 0.03%
+1,425
154
$549K 0.03%
4,440
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155
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9,364
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156
$513K 0.03%
7,231
-195
157
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1,452
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158
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160
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161
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162
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164
$475K 0.03%
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165
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166
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167
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168
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169
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171
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172
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3,485
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173
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174
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2,522
-1,973
175
$448K 0.03%
10,333
+3,800
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7
8 9