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
$128M
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$1.08M
3 +$953K
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$780K
5
UNH icon
UnitedHealth
UNH
+$764K

Top Sells

1 +$12.7M
2 +$9.07M
3 +$2.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.42M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.02M

Sector Composition

1 Healthcare 3.65%
2 Financials 3.28%
3 Communication Services 2.79%
4 Technology 2.69%
5 Consumer Staples 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$0 ﹤0.01%
5
227
-555
228
-1,725
229
-1,480
230
-90
231
-65
232
-220