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
176
$446K 0.03%
5,181
-45
177
$445K 0.03%
4,695
-1,798
178
$445K 0.03%
4,866
-3,394
179
$444K 0.03%
10,506
+2,907
180
$442K 0.03%
13,675
+1,419
181
$442K 0.03%
27,038
182
$440K 0.03%
5,042
-126
183
$439K 0.03%
+11,087
184
$434K 0.03%
11,264
-116
185
$434K 0.03%
3,152
-39
186
$433K 0.03%
13,438
-6,094
187
$430K 0.03%
+5,267
188
$429K 0.03%
3,113
-983
189
$429K 0.03%
3,495
-53
190
$428K 0.03%
40,576
-8,284
191
$426K 0.03%
9,825
-40
192
$425K 0.03%
+41,709
193
$424K 0.03%
8,145
+2,462
194
$423K 0.03%
15,577
-1,601
195
$422K 0.03%
10,385
-1,638
196
$422K 0.03%
20,552
+3,262
197
$421K 0.03%
2,814
-526
198
$420K 0.03%
17,638
-3,942
199
$419K 0.03%
11,353
-280
200
$419K 0.03%
48,097
+10,410
6 7
8
9 10