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
$1.61B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$12.9M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$9.18M
5
AMZN icon
Amazon
AMZN
+$7.47M

Top Sells

1
+$24.3M
2
+$16.8M
3
+$8M
4
WB icon
Weibo
WB
+$2.43M
5
PDD icon
Pinduoduo
PDD
+$2.4M

Sector Composition

1 Consumer Discretionary 40.2%
2 Technology 29.79%
3 Communication Services 9.9%
4 Healthcare 5.71%
5 Real Estate 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$419K 0.03%
15,549
+4,352
202
$418K 0.03%
8,486
+734
203
$417K 0.03%
9,512
-873
204
$416K 0.03%
5,986
-26
205
$415K 0.03%
35,232
-7,316
206
$413K 0.03%
7,032
-625
207
$411K 0.03%
862
-15
208
$410K 0.03%
+4,060
209
$410K 0.03%
1,783
-205
210
$409K 0.03%
32,980
+3,964
211
$409K 0.03%
27,602
-39,136
212
$409K 0.03%
7,476
-7,052
213
$407K 0.03%
5,962
-2,514
214
$406K 0.03%
+2,888
215
$405K 0.03%
13,908
-4,280
216
$403K 0.03%
13,145
-249
217
$401K 0.02%
14,816
-3,757
218
$401K 0.02%
+9,965
219
$400K 0.02%
8,577
-3,294
220
$398K 0.02%
14,460
-2,091
221
$398K 0.02%
2,006
+223
222
$396K 0.02%
11,535
-748
223
$395K 0.02%
2,956
-17
224
$393K 0.02%
25,826
-4,727
225
$393K 0.02%
1,351
-58
7 8
9
10 11