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
176
$625K 0.03%
11,936
+1,454
177
$624K 0.03%
+6,224
178
$619K 0.03%
+1,305
179
$612K 0.03%
8,484
+681
180
$608K 0.03%
2,863
+651
181
$589K 0.03%
5,744
+458
182
$589K 0.03%
12,544
183
$587K 0.03%
12,791
+6,151
184
$561K 0.03%
5,682
+410
185
$545K 0.03%
3,621
+246
186
$536K 0.03%
12,870
+7,050
187
$535K 0.03%
2,941
+402
188
$532K 0.03%
14,189
+1,064
189
$521K 0.03%
+1,341
190
$514K 0.03%
3,828
+279
191
$512K 0.03%
3,589
+326
192
$512K 0.03%
11,342
+2,432
193
$511K 0.03%
21,843
+1,378
194
$511K 0.03%
12,752
+2,497
195
$502K 0.03%
25,118
+8,120
196
$495K 0.03%
+11,807
197
$492K 0.03%
+4,153
198
$489K 0.03%
10,784
-490
199
$486K 0.03%
42,112
-8,269
200
$485K 0.02%
1,986
+174
6 7
8
9 10