EAMA

EFG Asset Management (Americas) Portfolio holdings

AUM $542M
1-Year Est. Return 23.64%
This Quarter Est. Return
1 Year Est. Return
+23.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$7.43M
2 +$5.85M
3 +$3.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.55M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.1M

Top Sells

1 +$199K
2 +$178K
3 +$170K
4
FLS icon
Flowserve
FLS
+$156K
5
EWG icon
iShares MSCI Germany ETF
EWG
+$103K

Sector Composition

1 Healthcare 2.94%
2 Financials 2.63%
3 Technology 1.99%
4 Consumer Staples 1.81%
5 Energy 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-748
227
-952
228
-260
229
$0 ﹤0.01%
5
230
-315