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
$212M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.69M
3
+$1.57M
4
CVS icon
CVS Health
CVS
+$1.3M
5
UNH icon
UnitedHealth
UNH
+$953K

Top Sells

1
+$3.15M
2
+$2.1M
3
+$1.73M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.59M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$1.41M

Sector Composition

1 Healthcare 13.22%
2 Technology 7.96%
3 Consumer Staples 6.88%
4 Financials 6.88%
5 Communication Services 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.57M 1.21%
39,386
+3,212
27
$2.56M 1.21%
31,590
+3,748
28
$2.43M 1.15%
23,367
+2,968
29
$2.25M 1.06%
58,370
+8,018
30
$2.11M 0.99%
8,630
+1,912
31
$2.07M 0.97%
52,828
-18,122
32
$2.06M 0.97%
32,488
-1,745
33
$1.92M 0.9%
49,151
-15,305
34
$1.89M 0.89%
74,828
-19,958
35
$1.81M 0.85%
55,408
+11,716
36
$1.76M 0.83%
16,192
-36
37
$1.72M 0.81%
19,483
+2,508
38
$1.7M 0.8%
13,843
+6,302
39
$1.69M 0.79%
62,288
+5,465
40
$1.49M 0.7%
9,961
-369
41
$1.44M 0.68%
31,809
+3,667
42
$1.42M 0.67%
24,834
+5,938
43
$1.4M 0.66%
19,175
-3,910
44
$1.35M 0.64%
35,646
+5,273
45
$1.2M 0.56%
35,698
+12,116
46
$1.14M 0.54%
4,465
+1,353
47
$1.09M 0.51%
19,928
-1,157
48
$1.02M 0.48%
8,138
+3,650
49
$955K 0.45%
21,915
+1,895
50
$875K 0.41%
7,034
+2,796
1
2
3 4