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
$349M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.44M
3
+$2.11M
4
XPO icon
XPO
XPO
+$1.87M
5
AMZN icon
Amazon
AMZN
+$1.8M

Top Sells

1
+$12.2M
2
+$7.07M
3
+$2.46M
4
IEV icon
iShares Europe ETF
IEV
+$2.17M
5
TSLA icon
Tesla
TSLA
+$2.14M

Sector Composition

1 Technology 16.73%
2 Healthcare 13.75%
3 Financials 11.76%
4 Consumer Discretionary 8%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.72M 0.78%
30,919
+10,428
52
$2.71M 0.78%
16,485
-33
53
$2.69M 0.77%
26,400
+969
54
$2.54M 0.73%
45,036
+524
55
$2.46M 0.7%
108,704
-59,977
56
$2.46M 0.7%
58,632
-660
57
$2.44M 0.7%
+19,821
58
$2.4M 0.69%
22,036
+4,251
59
$2.39M 0.68%
55,626
+1,800
60
$2.29M 0.66%
13,412
+5,264
61
$2.25M 0.64%
17,165
+7,712
62
$2.2M 0.63%
28,174
+5,859
63
$2.17M 0.62%
28,097
+421
64
$2.15M 0.61%
49,673
-27,170
65
$2.11M 0.61%
+35,741
66
$1.91M 0.55%
8,852
+183
67
$1.84M 0.53%
26,271
+204
68
$1.79M 0.51%
20,360
+820
69
$1.64M 0.47%
24,063
-266
70
$1.52M 0.43%
8,162
71
$1.4M 0.4%
4,807
-4,581
72
$1.35M 0.39%
11,733
+1,460
73
$1.25M 0.36%
18,736
-4,473
74
$1.13M 0.32%
10,663
75
$1.1M 0.31%
18,954
+410
1 2
3
4 5