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
$1.61B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$12.9M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$9.18M
5
AMZN icon
Amazon
AMZN
+$7.47M

Top Sells

1
+$24.3M
2
+$16.8M
3
+$8M
4
WB icon
Weibo
WB
+$2.43M
5
PDD icon
Pinduoduo
PDD
+$2.4M

Sector Composition

1 Consumer Discretionary 40.2%
2 Technology 29.79%
3 Communication Services 9.9%
4 Healthcare 5.71%
5 Real Estate 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$530M 32.84%
4,561,279
-20,661
2
$78.3M 4.85%
186,006
+30,660
3
$68.9M 4.27%
5,015,983
-27,827
4
$67.8M 4.2%
498,521
-58,770
5
$46.2M 2.86%
4,125,131
-151,019
6
$42.5M 2.63%
2,423,211
+493
7
$40M 2.48%
233,255
+53,521
8
$39.9M 2.47%
5,492,652
+44,370
9
$39.6M 2.45%
438,480
+131,960
10
$39M 2.41%
215,901
-93,148
11
$37.2M 2.3%
2,246,329
+10,943
12
$37M 2.29%
38,093
+2,279
13
$33.7M 2.09%
2,967,463
-85,215
14
$26.5M 1.64%
37,914
+604
15
$25.3M 1.57%
+2,300,000
16
$17M 1.06%
924,528
+3,741
17
$16.4M 1.01%
90,704
+41,414
18
$13.9M 0.86%
3,294,559
-15,746
19
$13.4M 0.83%
100,870
+16,400
20
$13.1M 0.81%
26,915
+11,538
21
$11.3M 0.7%
432,772
-2,843
22
$11.2M 0.69%
208,000
-452,000
23
$9.93M 0.61%
65,786
+31,166
24
$9.77M 0.61%
18,587
+6,482
25
$7.79M 0.48%
51,181
+22,440
1
2 3 4 5