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
$332M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.7M
3
+$2.2M
4
LULU icon
lululemon athletica
LULU
+$1.89M
5
TTD icon
Trade Desk
TTD
+$1.88M

Top Sells

1
+$4.79M
2
+$3.38M
3
+$3.03M
4
AMZN icon
Amazon
AMZN
+$2.59M
5
NFLX icon
Netflix
NFLX
+$2.44M

Sector Composition

1 Technology 17.16%
2 Healthcare 15.77%
3 Financials 12.3%
4 Communication Services 7.12%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.81M 0.85%
42,640
-1,701
52
$2.76M 0.83%
30,590
+4,356
53
$2.75M 0.83%
44,412
+5,801
54
$2.74M 0.83%
9,259
-165
55
$2.59M 0.78%
63,014
+1,776
56
$2.54M 0.77%
35,544
-7,349
57
$2.53M 0.76%
27,492
+407
58
$2.4M 0.72%
21,787
-952
59
$2.34M 0.7%
23,110
+650
60
$2.3M 0.69%
34,164
-492
61
$2.2M 0.66%
+24,451
62
$2.01M 0.61%
16,693
+4,178
63
$1.98M 0.6%
20,103
+1,297
64
$1.89M 0.57%
+9,821
65
$1.88M 0.57%
+100,360
66
$1.8M 0.54%
22,328
-700
67
$1.78M 0.54%
10,034
-2
68
$1.78M 0.54%
21,007
+7,742
69
$1.51M 0.46%
20,101
+1,369
70
$1.44M 0.43%
4,853
+140
71
$1.35M 0.41%
10,610
-3,935
72
$1.32M 0.4%
20,310
-3,546
73
$1.19M 0.36%
6,275
-75
74
$1.14M 0.34%
33,956
-2,574
75
$1.14M 0.34%
19,702
1 2
3
4 5