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
$1.22B
AUM Growth
+$983M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$78.8M
3
+$59.6M
4
PDD icon
Pinduoduo
PDD
+$59.3M
5
BIDU icon
Baidu
BIDU
+$53.8M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 45.92%
2 Technology 14.46%
3 Communication Services 12.8%
4 Consumer Staples 7.42%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$329M 27.04%
1,450,924
+447,923
2
$78.8M 6.47%
+934,020
3
$59.6M 4.9%
+1,106,127
4
$59.3M 4.88%
+443,256
5
$53.8M 4.42%
+247,287
6
$39.2M 3.22%
+320,656
7
$35.4M 2.91%
+150,060
8
$33.1M 2.72%
+580,212
9
$31.8M 2.61%
+301,652
10
$31M 2.55%
+300,310
11
$28.5M 2.34%
+954,159
12
$19.4M 1.6%
+1,845,000
13
$19.2M 1.58%
+473,000
14
$19M 1.56%
+1,198,000
15
$18.2M 1.5%
+130,000
16
$17.4M 1.43%
+438,532
17
$17.2M 1.42%
+355,865
18
$16.3M 1.34%
+152,101
19
$12.7M 1.04%
+81,820
20
$7.75M 0.64%
+133,492
21
$7.73M 0.64%
+579,160
22
$7.65M 0.63%
+365,000
23
$7.53M 0.62%
+367,428
24
$7.31M 0.6%
+34,497
25
$7.14M 0.59%
+130,000
1
2 3 4 5