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
$1.26B
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$28.2M
3
+$11.8M
4
BZ icon
Kanzhun
BZ
+$5.71M
5
IQ icon
iQIYI
IQ
+$4.15M

Top Sells

1
+$38.3M
2
+$19.3M
3
+$14.8M
4
JOYY
JOYY Inc
JOYY
+$7.98M
5
MSFT icon
Microsoft
MSFT
+$6.65M

Sector Composition

1 Consumer Discretionary 37.28%
2 Technology 32.43%
3 Communication Services 9.6%
4 Healthcare 8.37%
5 Real Estate 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$393K 0.03%
12,062
+1,214
177
$391K 0.03%
8,566
-1,522
178
$391K 0.03%
6,500
-750
179
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38,725
-3,621
180
$389K 0.03%
1,683
+84
181
$381K 0.03%
13,492
+1,671
182
$380K 0.03%
112,222
+24,329
183
$379K 0.03%
9,304
-1,401
184
$377K 0.03%
18,027
+1,962
185
$375K 0.03%
11,052
+2,781
186
$374K 0.03%
4,488
-27,140
187
$374K 0.03%
10,523
-1,871
188
$373K 0.03%
11,917
-2,192
189
$370K 0.03%
3,307
-502
190
$369K 0.03%
52,423
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191
$368K 0.03%
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192
$365K 0.03%
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-258
193
$364K 0.03%
1,220
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194
$362K 0.03%
1,702
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195
$360K 0.03%
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-352
196
$359K 0.03%
3,201
-508
197
$359K 0.03%
1,015
-113
198
$351K 0.03%
7,457
-1,955
199
$348K 0.03%
1,539
-278
200
$342K 0.03%
18,133
-59,530
6 7
8
9 10