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
$463M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.79M
3
+$2.86M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.46M
5
IAU icon
iShares Gold Trust
IAU
+$2.03M

Top Sells

1
+$3.38M
2
+$3.34M
3
+$2.76M
4
UNH icon
UnitedHealth
UNH
+$2.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.44M

Sector Composition

1 Technology 23.2%
2 Healthcare 12.52%
3 Financials 10.68%
4 Consumer Discretionary 9.43%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.89M 1.27%
146,479
-6,810
27
$5.83M 1.26%
10,985
-230
28
$5.62M 1.21%
106,926
-7,101
29
$5.43M 1.17%
41,144
+450
30
$5.28M 1.14%
63,792
-5,209
31
$5.04M 1.09%
31,086
-2,345
32
$4.83M 1.04%
10,121
+1,359
33
$4.29M 0.93%
66,913
+1,518
34
$4.04M 0.87%
3,475
-1,055
35
$3.98M 0.86%
36,640
+5,331
36
$3.79M 0.82%
+26,218
37
$3.78M 0.82%
31,756
-4,367
38
$3.66M 0.79%
19,015
-510
39
$3.58M 0.77%
30,582
-209
40
$3.51M 0.76%
54,395
+368
41
$3.34M 0.72%
78,453
-8,363
42
$3.25M 0.7%
32,170
-8,812
43
$3.16M 0.68%
68,173
+26,077
44
$3.13M 0.67%
28,384
+22,321
45
$3.12M 0.67%
46,809
-6,430
46
$3.11M 0.67%
16,251
+794
47
$3.02M 0.65%
5,338
+1,437
48
$3.01M 0.65%
27,042
-11,118
49
$2.99M 0.65%
26,780
-380
50
$2.98M 0.64%
28,697
+7,711
1
2
3 4 5