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
$112M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$419K
2
+$277K
3
+$196K
4
VZ icon
Verizon
VZ
+$168K
5
SNDK
SANDISK CORP
SNDK
+$165K

Top Sells

1
+$5.3M
2
+$2.53M
3
+$2.48M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.96M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.66M

Sector Composition

1 Financials 0.92%
2 Energy 0.91%
3 Healthcare 0.72%
4 Communication Services 0.65%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$115K 0.1%
+3,500
52
$114K 0.1%
1,830
+825
53
$112K 0.1%
2,858
+1,214
54
$111K 0.1%
598
+271
55
$109K 0.1%
+1,315
56
$105K 0.09%
17,749
-37,885
57
$97K 0.09%
1,628
+708
58
$87K 0.08%
+1,432
59
$86K 0.08%
686
-14
60
$80K 0.07%
5,827
61
$78K 0.07%
400
-779
62
$74K 0.07%
5,600
63
$71K 0.06%
732
64
$69K 0.06%
2,794
+231
65
$64K 0.06%
2,206
-2
66
$61K 0.05%
1,174
+140
67
$60K 0.05%
+2,175
68
$59K 0.05%
513
-83
69
$58K 0.05%
1,185
-111
70
$56K 0.05%
+1,030
71
$53K 0.05%
560
72
$53K 0.05%
1,063
+384
73
$51K 0.05%
2,000
74
$50K 0.04%
1,645
-174,282
75
$47K 0.04%
+1,200
1 2
3
4 5