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
$349M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.44M
3
+$2.11M
4
XPO icon
XPO
XPO
+$1.87M
5
AMZN icon
Amazon
AMZN
+$1.8M

Top Sells

1
+$12.2M
2
+$7.07M
3
+$2.46M
4
IEV icon
iShares Europe ETF
IEV
+$2.17M
5
TSLA icon
Tesla
TSLA
+$2.14M

Sector Composition

1 Technology 16.73%
2 Healthcare 13.75%
3 Financials 11.76%
4 Consumer Discretionary 8%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.33M 1.24%
17,342
+5,121
27
$4.32M 1.24%
35,320
+418
28
$4.1M 1.18%
10,963
+1,591
29
$4.06M 1.16%
82,339
-3,938
30
$3.87M 1.11%
131,289
+8,926
31
$3.79M 1.08%
10,604
+2,485
32
$3.76M 1.08%
180,193
+903
33
$3.75M 1.08%
45,006
+16,074
34
$3.68M 1.05%
9,408
+3,432
35
$3.62M 1.04%
219,910
+69,380
36
$3.58M 1.03%
29,630
+9,512
37
$3.44M 0.99%
35,479
+6,467
38
$3.4M 0.97%
7,558
+3,400
39
$3.4M 0.97%
23,375
+339
40
$3.37M 0.97%
48,479
+15,609
41
$3.36M 0.96%
16,262
+162
42
$3.31M 0.95%
15,989
-149
43
$3.29M 0.94%
13,477
+984
44
$3.27M 0.94%
17,070
+4,155
45
$3.18M 0.91%
34,320
+6,693
46
$3.18M 0.91%
128,685
+3,006
47
$2.92M 0.84%
20,028
+7,711
48
$2.81M 0.81%
19,354
+2,222
49
$2.74M 0.79%
+47,390
50
$2.74M 0.78%
65,060
+21,520
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