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
$331M
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$5.12M
3
+$2.96M
4
CSX icon
CSX Corp
CSX
+$2.67M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.64M

Top Sells

1
+$3.03M
2
+$2.13M
3
+$1.99M
4
PPG icon
PPG Industries
PPG
+$1.5M
5
ESPR icon
Esperion Therapeutics
ESPR
+$1.1M

Sector Composition

1 Technology 13.25%
2 Financials 10.95%
3 Healthcare 10.21%
4 Consumer Discretionary 6.72%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4M 1.21%
179,290
+45,743
27
$3.67M 1.11%
9,372
+5,154
28
$3.45M 1.04%
122,363
+27,254
29
$3.36M 1.02%
76,843
+17,730
30
$3.32M 1%
23,036
+3,411
31
$3.27M 0.99%
64,211
+19,529
32
$3.25M 0.98%
52,654
+28,285
33
$3.21M 0.97%
16,518
+6,305
34
$3.16M 0.96%
16,100
+1,972
35
$3.15M 0.95%
16,138
+1,455
36
$3.04M 0.92%
87,797
+45,178
37
$3.03M 0.92%
25,609
+15,858
38
$2.73M 0.83%
29,012
+17,340
39
$2.67M 0.81%
+125,679
40
$2.66M 0.81%
12,221
+7,517
41
$2.59M 0.78%
12,493
+1,901
42
$2.55M 0.77%
9,388
43
$2.48M 0.75%
59,292
+11,128
44
$2.44M 0.74%
17,132
+10,048
45
$2.21M 0.67%
53,826
+6,903
46
$2.21M 0.67%
8,119
+4,386
47
$2.2M 0.66%
150,530
+81,030
48
$2.14M 0.65%
32,870
+19,480
49
$2.14M 0.65%
89,295
+46,515
50
$2.07M 0.62%
44,512
+6,888
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