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
$1.81B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$29.1M
3
+$15.5M
4
MSFT icon
Microsoft
MSFT
+$12.6M
5
NVDA icon
NVIDIA
NVDA
+$11.6M

Top Sells

1
+$28.5M
2
+$15.1M
3
+$11.9M
4
ASX icon
ASE Group
ASX
+$7.99M
5
YUMC icon
Yum China
YUMC
+$5.17M

Sector Composition

1 Consumer Discretionary 39.73%
2 Technology 31.74%
3 Communication Services 9.52%
4 Healthcare 5.08%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$387K 0.02%
1,434
+21
202
$377K 0.02%
2,369
-7,006
203
$374K 0.02%
2,120
+36
204
$373K 0.02%
11,586
+233
205
$372K 0.02%
3,805
+82
206
$369K 0.02%
2,645
+41
207
$367K 0.02%
678
-35
208
$364K 0.02%
20,465
-5,361
209
$361K 0.02%
11,478
+214
210
$357K 0.02%
9,467
+981
211
$355K 0.02%
3,263
+111
212
$353K 0.02%
10,045
+159
213
$351K 0.02%
10,024
+2,812
214
$347K 0.02%
10,018
+187
215
$346K 0.02%
8,910
+2,454
216
$344K 0.02%
1,011
-3
217
$342K 0.02%
2,637
-1,803
218
$340K 0.02%
4,410
-413
219
$329K 0.02%
+4,653
220
$328K 0.02%
40,912
+13,310
221
$326K 0.02%
4,148
+24
222
$319K 0.02%
15,078
+4,502
223
$319K 0.02%
41,516
224
$315K 0.02%
7,662
-915
225
$314K 0.02%
950
-9
7 8
9
10 11