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
$122M
AUM Growth
+$9.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.53M
3
+$2.39M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.35M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.01M

Top Sells

1
+$447K
2
+$378K
3
+$354K
4
DVY icon
iShares Select Dividend ETF
DVY
+$289K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$278K

Sector Composition

1 Technology 0.71%
2 Financials 0.59%
3 Energy 0.57%
4 Healthcare 0.43%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$73K 0.06%
+1,448
52
$72K 0.06%
1,644
+426
53
$69K 0.06%
+1,873
54
$68K 0.06%
+1,670
55
$67K 0.05%
+1,135
56
$67K 0.05%
732
-188
57
$66K 0.05%
596
58
$64K 0.05%
2,563
+503
59
$64K 0.05%
+856
60
$64K 0.05%
+651
61
$64K 0.05%
+704
62
$63K 0.05%
650
+134
63
$63K 0.05%
920
+286
64
$62K 0.05%
3,599
+1,470
65
$62K 0.05%
+1,005
66
$61K 0.05%
1,296
67
$61K 0.05%
+2,208
68
$58K 0.05%
580
69
$58K 0.05%
884
+195
70
$58K 0.05%
327
+30
71
$54K 0.04%
1,424
-1,229
72
$53K 0.04%
560
-2,938
73
$52K 0.04%
1,252
+66
74
$51K 0.04%
1,034
75
$51K 0.04%
867
+66
1 2
3
4 5