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
$1.81B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$29.1M
3
+$15.5M
4
MSFT icon
Microsoft
MSFT
+$12.6M
5
NVDA icon
NVIDIA
NVDA
+$11.6M

Top Sells

1
+$28.5M
2
+$15.1M
3
+$11.9M
4
ASX icon
ASE Group
ASX
+$7.99M
5
YUMC icon
Yum China
YUMC
+$5.17M

Sector Composition

1 Consumer Discretionary 39.73%
2 Technology 31.74%
3 Communication Services 9.52%
4 Healthcare 5.08%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$678K 0.04%
3,487
+2,038
152
$657K 0.04%
19,629
-4,290
153
$655K 0.04%
5,227
-289
154
$649K 0.04%
1,333
+12
155
$634K 0.04%
3,166
+45
156
$630K 0.03%
2,579
157
$622K 0.03%
5,768
+1,073
158
$620K 0.03%
2,212
+514
159
$618K 0.03%
5,455
+331
160
$611K 0.03%
10,524
-24
161
$605K 0.03%
2,703
+454
162
$599K 0.03%
11,088
+5,597
163
$594K 0.03%
8,663
-4,370
164
$568K 0.03%
10,482
+1,118
165
$565K 0.03%
1,758
+306
166
$564K 0.03%
14,696
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167
$548K 0.03%
4,758
+2,576
168
$545K 0.03%
7,803
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169
$543K 0.03%
5,272
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170
$537K 0.03%
12,544
171
$535K 0.03%
3,556
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172
$533K 0.03%
50,381
+9,805
173
$528K 0.03%
6,782
+430
174
$521K 0.03%
+4,733
175
$506K 0.03%
27,038
5 6
7
8 9