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
$1.2B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$10.6M
3
+$8.25M
4
SE icon
Sea Limited
SE
+$7.13M
5
LEGN icon
Legend Biotech
LEGN
+$5.83M

Top Sells

1
+$44.7M
2
+$22M
3
+$10.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.1M
5
LI icon
Li Auto
LI
+$8.53M

Sector Composition

1 Consumer Discretionary 36.91%
2 Technology 25.51%
3 Communication Services 14.94%
4 Healthcare 9.44%
5 Real Estate 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$358K 0.03%
40,380
+10,288
202
$356K 0.03%
2,518
-180
203
$356K 0.03%
71,705
+6,577
204
$354K 0.03%
67,201
-32,857
205
$353K 0.03%
13,863
+3,799
206
$352K 0.03%
16,751
+2,606
207
$351K 0.03%
8,628
+1,515
208
$350K 0.03%
2,464
-194
209
$350K 0.03%
14,767
-8,995
210
$342K 0.03%
666
-75
211
$338K 0.03%
+11,451
212
$335K 0.03%
7,511
-6,767
213
$334K 0.03%
3,579
-355
214
$329K 0.03%
+47,270
215
$328K 0.03%
8,588
-2,753
216
$327K 0.03%
10,746
-574
217
$324K 0.03%
3,755
-10
218
$323K 0.03%
3,783
-48
219
$322K 0.03%
3,847
-132
220
$321K 0.03%
1,919
-96
221
$320K 0.03%
8,131
-374
222
$317K 0.03%
1,795
-118
223
$315K 0.03%
145,237
+129,468
224
$313K 0.03%
959
-37
225
$312K 0.03%
11,096
+1,756
7 8
9
10 11