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
$1.95B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$12.2M
3
+$9.41M
4
AVGO icon
Broadcom
AVGO
+$6.49M
5
PDD icon
Pinduoduo
PDD
+$5.98M

Top Sells

1
+$18.3M
2
+$11.3M
3
+$9.44M
4
ZTO icon
ZTO Express
ZTO
+$7.08M
5
NIO icon
NIO
NIO
+$4.53M

Sector Composition

1 Consumer Discretionary 37.74%
2 Technology 30.94%
3 Communication Services 8.5%
4 Healthcare 6.31%
5 Financials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$476K 0.02%
1,468
+101
202
$474K 0.02%
4,144
-1,607
203
$464K 0.02%
6,926
+1,471
204
$459K 0.02%
16,413
-1,107
205
$458K 0.02%
4,176
+371
206
$457K 0.02%
12,747
+2,723
207
$452K 0.02%
2,649
+300
208
$449K 0.02%
2,262
+142
209
$442K 0.02%
12,376
+898
210
$442K 0.02%
8,838
-3,045
211
$438K 0.02%
12,485
+899
212
$438K 0.02%
10,804
+786
213
$432K 0.02%
1,304
-1,352
214
$431K 0.02%
6,021
-4,529
215
$423K 0.02%
5,432
+454
216
$418K 0.02%
41,516
217
$415K 0.02%
91,488
+32,734
218
$413K 0.02%
1,543
+109
219
$406K 0.02%
2,833
+188
220
$404K 0.02%
8,938
+2,677
221
$398K 0.02%
15,634
-862
222
$394K 0.02%
2,482
+481
223
$394K 0.02%
6,036
+451
224
$394K 0.02%
41,952
+1,040
225
$392K 0.02%
19,179
+4,101
7 8
9
10 11