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
$2.83B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$339M
2
+$68.3M
3
+$65M
4
PDD icon
Pinduoduo
PDD
+$52.7M
5
NTES icon
NetEase
NTES
+$43.1M

Top Sells

1
+$5.06M
2
+$3.9M
3
+$3.02M
4
BNO icon
United States Brent Oil Fund
BNO
+$2.65M
5
DBO icon
Invesco DB Oil Fund
DBO
+$2.53M

Sector Composition

1 Consumer Discretionary 60.57%
2 Communication Services 21.3%
3 Technology 8.28%
4 Healthcare 2.43%
5 Real Estate 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.1B 38.83%
9,250,871
+2,854,136
2
$278M 9.83%
3,970,745
+975,296
3
$231M 8.16%
1,551,891
+436,959
4
$178M 6.3%
3,058,357
+903,490
5
$175M 6.17%
1,716,251
+423,300
6
$69.9M 2.47%
2,839,002
+825,977
7
$52.7M 1.86%
2,621,590
+813,375
8
$43.5M 1.54%
244,960
-28,484
9
$40.5M 1.43%
872,335
+148,178
10
$38.9M 1.38%
115,759
-11,592
11
$38.7M 1.37%
4,620,023
+1,947,938
12
$38.5M 1.36%
+1,105,207
13
$20.9M 0.74%
3,045,858
+901,411
14
$18.4M 0.65%
388,773
+45,126
15
$17.9M 0.63%
2,129,128
-145,681
16
$17.5M 0.62%
778,131
+209,119
17
$13.2M 0.47%
396,138
+177,061
18
$13M 0.46%
443,170
-62,900
19
$12.8M 0.45%
76,760
-5,020
20
$12.1M 0.43%
132,296
21
$11.2M 0.4%
247,003
+49,487
22
$10.8M 0.38%
472,277
+96,147
23
$10.7M 0.38%
+338,309
24
$10.1M 0.36%
343,653
+114,412
25
$9.55M 0.34%
308,302
+81,718
1
2 3 4 5