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
$1.31B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$8.56M
3
+$3.24M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.14M
5
RING icon
iShares MSCI Global Gold Miners ETF
RING
+$3.08M

Top Sells

1
+$40.9M
2
+$7.48M
3
+$5.75M
4
STAA icon
STAAR Surgical
STAA
+$4.82M
5
SE icon
Sea Limited
SE
+$3.38M

Sector Composition

1 Consumer Discretionary 45.37%
2 Technology 25.37%
3 Communication Services 8.93%
4 Healthcare 6.43%
5 Real Estate 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$316K 0.02%
2,365
+363
202
$307K 0.02%
26,220
-12,218
203
$305K 0.02%
1,967
+266
204
$303K 0.02%
2,526
+131
205
$303K 0.02%
19,621
-1,983
206
$302K 0.02%
+10,155
207
$301K 0.02%
5,167
+958
208
$300K 0.02%
1,138
-82
209
$300K 0.02%
17,991
+2,637
210
$298K 0.02%
869
+94
211
$295K 0.02%
10,789
-790
212
$294K 0.02%
41,497
-10,926
213
$293K 0.02%
8,156
+407
214
$292K 0.02%
+1,447
215
$292K 0.02%
15,728
-6,439
216
$287K 0.02%
26,455
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217
$284K 0.02%
762
-56
218
$274K 0.02%
4,717
-236
219
$270K 0.02%
15,038
-1,098
220
$258K 0.02%
5,852
+832
221
$256K 0.02%
2,403
+355
222
$254K 0.02%
12,412
-120
223
$253K 0.02%
26,982
+10,220
224
$249K 0.02%
3,183
-157
225
$246K 0.02%
1,218
-104
7 8
9
10 11