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
176
$500K 0.03%
1,114
+252
177
$499K 0.03%
9,995
+199
178
$490K 0.03%
3,375
+50
179
$489K 0.03%
10,255
+430
180
$477K 0.03%
5,820
+1,760
181
$477K 0.03%
21,217
+1,705
182
$466K 0.03%
2,539
+17
183
$464K 0.03%
5,286
+105
184
$462K 0.03%
562
+166
185
$457K 0.03%
6,815
-8,762
186
$455K 0.03%
11,132
+626
187
$438K 0.02%
13,125
-20
188
$438K 0.02%
11,274
-2,164
189
$434K 0.02%
5,751
-211
190
$429K 0.02%
288
+83
191
$428K 0.02%
2,140
+134
192
$422K 0.02%
17,520
+2,704
193
$421K 0.02%
3,549
+54
194
$418K 0.02%
16,496
+1,785
195
$416K 0.02%
7,954
-2,431
196
$412K 0.02%
11,883
+4,407
197
$409K 0.02%
1,367
+16
198
$405K 0.02%
1,812
+64
199
$396K 0.02%
2,349
-1,452
200
$388K 0.02%
4,978
+107
6 7
8
9 10