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
$332M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.7M
3
+$2.2M
4
LULU icon
lululemon athletica
LULU
+$1.89M
5
TTD icon
Trade Desk
TTD
+$1.88M

Top Sells

1
+$4.79M
2
+$3.38M
3
+$3.03M
4
AMZN icon
Amazon
AMZN
+$2.59M
5
NFLX icon
Netflix
NFLX
+$2.44M

Sector Composition

1 Technology 17.16%
2 Healthcare 15.77%
3 Financials 12.3%
4 Communication Services 7.12%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.5M 1.36%
37,931
+835
27
$4.42M 1.33%
16,263
-2,202
28
$4.37M 1.32%
78,032
-1,308
29
$4.35M 1.31%
33,966
+1,627
30
$4.17M 1.26%
20,982
+496
31
$4.14M 1.25%
100,382
+16,121
32
$4.06M 1.22%
7,043
+150
33
$4.02M 1.21%
174,255
-33
34
$3.94M 1.19%
31,636
+1,116
35
$3.91M 1.18%
31,307
-6,276
36
$3.88M 1.17%
70,194
-295
37
$3.76M 1.13%
63,310
-6,370
38
$3.66M 1.1%
74,965
+12,077
39
$3.54M 1.07%
61,767
-1,238
40
$3.53M 1.06%
113,220
-30,110
41
$3.51M 1.06%
20,663
-995
42
$3.5M 1.05%
+16,072
43
$3.31M 1%
14,269
-233
44
$3.28M 0.99%
16,729
-255
45
$3.06M 0.92%
16,989
+2,427
46
$3.04M 0.92%
21,679
+1,246
47
$3.03M 0.91%
57,730
-3,517
48
$3.02M 0.91%
13,632
+788
49
$2.98M 0.9%
19,523
-802
50
$2.96M 0.89%
16,650
-299
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