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
$331M
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$5.12M
3
+$2.96M
4
CSX icon
CSX Corp
CSX
+$2.67M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.64M

Top Sells

1
+$3.03M
2
+$2.13M
3
+$1.99M
4
PPG icon
PPG Industries
PPG
+$1.5M
5
ESPR icon
Esperion Therapeutics
ESPR
+$1.1M

Sector Composition

1 Technology 13.25%
2 Financials 10.95%
3 Healthcare 10.21%
4 Consumer Discretionary 6.72%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.62%
12,915
+5,988
52
$2.06M 0.62%
+25,431
53
$2.04M 0.62%
5,976
+2,775
54
$2.04M 0.62%
28,932
+15,178
55
$2.02M 0.61%
27,627
+16,189
56
$1.99M 0.6%
20,118
+11,764
57
$1.93M 0.58%
27,676
+2,431
58
$1.9M 0.57%
8,669
+1,625
59
$1.8M 0.54%
43,540
+26,910
60
$1.75M 0.53%
22,315
+3,438
61
$1.71M 0.52%
19,540
+6,689
62
$1.71M 0.52%
+20,491
63
$1.7M 0.51%
4,158
+1,982
64
$1.63M 0.49%
24,329
+4,326
65
$1.56M 0.47%
26,067
-3,256
66
$1.49M 0.45%
12,317
+7,356
67
$1.45M 0.44%
23,209
+8,628
68
$1.41M 0.43%
+8,148
69
$1.4M 0.42%
8,162
+679
70
$1.37M 0.41%
+24,272
71
$1.37M 0.41%
+17,785
72
$1.32M 0.4%
+9,453
73
$1.25M 0.38%
+18,027
74
$1.18M 0.36%
16,479
+594
75
$1.18M 0.36%
10,273
+2,600
1 2
3
4 5