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
$445M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$5.36M
3
+$4.52M
4
TDOC icon
Teladoc Health
TDOC
+$4.08M
5
VEEV icon
Veeva Systems
VEEV
+$3.21M

Top Sells

1
+$4.88M
2
+$4.01M
3
+$3.58M
4
XYZ
Block Inc
XYZ
+$3.49M
5
TTD icon
Trade Desk
TTD
+$3.26M

Sector Composition

1 Technology 20.01%
2 Healthcare 15.28%
3 Consumer Discretionary 11.79%
4 Financials 11.12%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.22M 1.4%
26,805
+4,788
27
$5.95M 1.34%
19,976
-1,796
28
$5.8M 1.3%
26,586
+728
29
$5.59M 1.26%
76,120
+4,100
30
$5.2M 1.17%
47,029
+507
31
$5.12M 1.15%
92,063
+29,197
32
$4.97M 1.12%
6,543
+400
33
$4.73M 1.06%
55,770
+970
34
$4.65M 1.05%
67,052
-35,124
35
$4.48M 1.01%
12,553
-1,510
36
$4.4M 0.99%
43,136
-7,921
37
$4.33M 0.97%
75,405
-26,889
38
$4.25M 0.95%
26,126
-21,480
39
$4.18M 0.94%
24,349
-8,316
40
$4.08M 0.92%
+18,624
41
$3.92M 0.88%
17,576
-2,943
42
$3.82M 0.86%
20,633
+14,374
43
$3.82M 0.86%
37,634
+4,003
44
$3.72M 0.84%
11,358
-1,082
45
$3.65M 0.82%
87,024
-340
46
$3.65M 0.82%
269,800
-66,880
47
$3.64M 0.82%
52,785
-1,020
48
$3.59M 0.81%
10,909
-1,212
49
$3.46M 0.78%
139,000
+15,050
50
$3.36M 0.76%
15,725
+1,402
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