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
$1.2B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$10.6M
3
+$8.25M
4
SE icon
Sea Limited
SE
+$7.13M
5
LEGN icon
Legend Biotech
LEGN
+$5.83M

Top Sells

1
+$44.7M
2
+$22M
3
+$10.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.1M
5
LI icon
Li Auto
LI
+$8.53M

Sector Composition

1 Consumer Discretionary 36.91%
2 Technology 25.51%
3 Communication Services 14.94%
4 Healthcare 9.44%
5 Real Estate 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$296M 24.65%
3,634,894
-32,968
2
$75M 6.23%
9,056,308
+5,039,621
3
$47.5M 3.95%
5,939,632
-70,244
4
$43.8M 3.64%
902,296
+170,000
5
$42.2M 3.51%
3,022,243
-1,572,709
6
$38.5M 3.21%
1,892,483
-498,215
7
$38.5M 3.2%
740,681
+137,000
8
$33.9M 2.82%
415,917
+130,333
9
$33.3M 2.77%
2,443,723
+39,815
10
$33.3M 2.77%
10,350,000
-1,450,000
11
$32.3M 2.68%
433,000
+3,000
12
$31.7M 2.64%
244,279
-7,378
13
$30.9M 2.57%
128,951
+8,060
14
$28.2M 2.34%
256,212
+11,308
15
$22.7M 1.89%
41,569
+7,711
16
$20.6M 1.72%
2,926,782
+769,572
17
$20.6M 1.71%
317,987
+28,896
18
$14.4M 1.19%
705,588
+81,412
19
$12.7M 1.05%
368,783
+82,445
20
$12M 1%
2,265,003
-50,940
21
$11.8M 0.98%
385,308
-60,722
22
$10.4M 0.86%
542,816
+112,061
23
$9.93M 0.83%
1,279,783
-29,257
24
$9.03M 0.75%
926,083
+556,428
25
$9.01M 0.75%
285,312
-4,786
1
2 3 4 5