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
$1.1B
AUM Growth
-$1.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$22.9M
3
+$19.7M
4
NIO icon
NIO
NIO
+$19.6M
5
META icon
Meta Platforms (Facebook)
META
+$16.1M

Top Sells

1
+$1.32B
2
+$334M
3
+$314M
4
NTES icon
NetEase
NTES
+$202M
5
TCOM icon
Trip.com Group
TCOM
+$95M

Sector Composition

1 Consumer Discretionary 35.58%
2 Technology 17.59%
3 Communication Services 16.9%
4 Healthcare 11.23%
5 Real Estate 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$427K 0.04%
5,545
-346
177
$425K 0.04%
1,893
+31
178
$423K 0.04%
2,359
+176
179
$423K 0.04%
8,339
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180
$418K 0.04%
10,620
+6,345
181
$417K 0.04%
1,744
-12
182
$417K 0.04%
+6,868
183
$414K 0.04%
19,289
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184
$414K 0.04%
21,006
+8,890
185
$409K 0.04%
5,126
+2,463
186
$405K 0.04%
12,580
-120
187
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2,591
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188
$403K 0.04%
14,356
+8,277
189
$402K 0.04%
6,264
-5,209,303
190
$395K 0.04%
196,273
+73,225
191
$393K 0.04%
3,231
-48
192
$392K 0.04%
+27,501
193
$389K 0.04%
818
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194
$387K 0.04%
40,201
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195
$386K 0.04%
85,764
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196
$384K 0.03%
3,391
-74
197
$383K 0.03%
14,200
+6,362
198
$382K 0.03%
30,319
+2,806
199
$369K 0.03%
1,760
-37
200
$367K 0.03%
9,671
+149
6 7
8
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