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
201
$365K 0.03%
5,518
+91
202
$364K 0.03%
11,096
-560
203
$363K 0.03%
1,469
+11
204
$362K 0.03%
14,954
+7,003
205
$361K 0.03%
25,621
+14,048
206
$361K 0.03%
158,884
+49,396
207
$353K 0.03%
8,115
+87
208
$352K 0.03%
10,895
+2,261
209
$343K 0.03%
2,037
+56
210
$343K 0.03%
11,641
+2,814
211
$343K 0.03%
20,475
+12,110
212
$343K 0.03%
2,049
-24
213
$341K 0.03%
3,617
+72
214
$340K 0.03%
3,664
+50
215
$340K 0.03%
17,243
+11,015
216
$339K 0.03%
8,364
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217
$335K 0.03%
3,729
+68
218
$331K 0.03%
13,276
+214
219
$330K 0.03%
683
-23
220
$330K 0.03%
6,015
+100
221
$329K 0.03%
2,973
-108
222
$325K 0.03%
3,650
+119
223
$324K 0.03%
2,530
-18
224
$321K 0.03%
4,268
-5,316
225
$316K 0.03%
1,823
-46
7 8
9
10 11