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
$112M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$419K
2
+$277K
3
+$196K
4
VZ icon
Verizon
VZ
+$168K
5
SNDK
SANDISK CORP
SNDK
+$165K

Top Sells

1
+$5.3M
2
+$2.53M
3
+$2.48M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.96M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.66M

Sector Composition

1 Financials 0.92%
2 Energy 0.91%
3 Healthcare 0.72%
4 Communication Services 0.65%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$196K 0.17%
+3,156
27
$195K 0.17%
3,702
+1,569
28
$193K 0.17%
3,279
+1,401
29
$193K 0.17%
3,500
+1,482
30
$191K 0.17%
4,708
+2,069
31
$190K 0.17%
2,327
+993
32
$186K 0.17%
3,218
+1,373
33
$185K 0.17%
4,425
+1,805
34
$184K 0.16%
7,264
+3,042
35
$175K 0.16%
3,645
+1,575
36
$175K 0.16%
2,043
+397
37
$169K 0.15%
6,280
+2,714
38
$165K 0.15%
+1,582
39
$161K 0.14%
2,149
+27
40
$146K 0.13%
1,259
+546
41
$138K 0.12%
3,209
+1,336
42
$136K 0.12%
2,567
+1,119
43
$129K 0.12%
1,733
+704
44
$126K 0.11%
1,363
+584
45
$124K 0.11%
1,265
+561
46
$122K 0.11%
6,234
+2,635
47
$122K 0.11%
1,167
+516
48
$121K 0.11%
1,156
+506
49
$116K 0.1%
1,537
+681
50
$116K 0.1%
1,994
+859
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