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
$1.95B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$12.2M
3
+$9.41M
4
AVGO icon
Broadcom
AVGO
+$6.49M
5
PDD icon
Pinduoduo
PDD
+$5.98M

Top Sells

1
+$18.3M
2
+$11.3M
3
+$9.44M
4
ZTO icon
ZTO Express
ZTO
+$7.08M
5
NIO icon
NIO
NIO
+$4.53M

Sector Composition

1 Consumer Discretionary 37.74%
2 Technology 30.94%
3 Communication Services 8.5%
4 Healthcare 6.31%
5 Financials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$922K 0.05%
11,944
+1,943
152
$899K 0.05%
12,796
-684
153
$882K 0.05%
4,282
+294
154
$881K 0.05%
3,389
+223
155
$878K 0.05%
5,095
+2,955
156
$868K 0.04%
11,121
+597
157
$796K 0.04%
+2,822
158
$790K 0.04%
5,098
159
$752K 0.04%
+14,998
160
$751K 0.04%
10,339
+1,676
161
$750K 0.04%
6,384
+1,651
162
$745K 0.04%
8,430
-5,654
163
$740K 0.04%
+12,839
164
$735K 0.04%
4,758
165
$730K 0.04%
3,224
+521
166
$725K 0.04%
13,737
-2,190
167
$725K 0.04%
21,005
+1,376
168
$694K 0.04%
7,508
+1,740
169
$683K 0.04%
6,852
170
$682K 0.04%
11,909
+3,955
171
$670K 0.03%
2,103
+345
172
$655K 0.03%
6,981
+199
173
$653K 0.03%
4,322
+766
174
$645K 0.03%
13,736
+2,648
175
$639K 0.03%
691
+129
5 6
7
8 9