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
1
$629M 32.31%
4,663,972
+44,323
2
$104M 5.36%
242,569
+28,290
3
$83.7M 4.3%
359,348
+52,464
4
$82.4M 4.23%
4,137,003
-35,569
5
$74.1M 3.81%
609,866
+77,526
6
$62.1M 3.19%
357,403
-54,382
7
$48.2M 2.48%
503,831
+23,831
8
$47.8M 2.46%
3,969,921
-36,274
9
$47.1M 2.42%
5,222,878
+18,972
10
$41.7M 2.14%
2,403,659
-8,059
11
$33.5M 1.72%
2,130,224
-53,987
12
$33.1M 1.7%
2,796,824
-40,104
13
$30M 1.54%
36,021
-774
14
$29.6M 1.52%
38,196
+486
15
$27.3M 1.4%
134,909
-5,724
16
$27.2M 1.4%
157,415
+37,605
17
$26M 1.34%
873,808
-8,304
18
$21.6M 1.11%
116,091
+9,325
19
$17.8M 0.92%
31,146
+4,024
20
$13.9M 0.71%
24,096
+1,340
21
$13.6M 0.7%
416,157
-15,383
22
$13.3M 0.68%
50,944
+9,146
23
$10.6M 0.54%
63,902
+2,348
24
$10.6M 0.54%
63,111
+3,170
25
$9.11M 0.47%
15,879
-266
1
2 3 4 5