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
$445M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$5.36M
3
+$4.52M
4
TDOC icon
Teladoc Health
TDOC
+$4.08M
5
VEEV icon
Veeva Systems
VEEV
+$3.21M

Top Sells

1
+$4.88M
2
+$4.01M
3
+$3.58M
4
XYZ
Block Inc
XYZ
+$3.49M
5
TTD icon
Trade Desk
TTD
+$3.26M

Sector Composition

1 Technology 20.01%
2 Healthcare 15.28%
3 Consumer Discretionary 11.79%
4 Financials 11.12%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.35M 0.75%
64,251
-13,773
52
$3.35M 0.75%
32,740
-15,500
53
$3.21M 0.72%
+11,427
54
$3.2M 0.72%
72,307
-10,228
55
$3.18M 0.71%
13,149
-4,477
56
$3.16M 0.71%
13,633
+1,025
57
$3.07M 0.69%
+21,079
58
$2.93M 0.66%
13,631
+643
59
$2.81M 0.63%
20,030
-1,783
60
$2.78M 0.63%
5,781
-1,298
61
$2.67M 0.6%
8,517
-176
62
$2.54M 0.57%
32,918
-2,867
63
$2.53M 0.57%
+61,938
64
$2.48M 0.56%
8,248
-1,879
65
$2.47M 0.56%
+13,135
66
$2.41M 0.54%
+22,991
67
$2.29M 0.52%
+13,143
68
$2.25M 0.5%
+1,313
69
$2.24M 0.5%
16,634
+7,679
70
$2.2M 0.49%
8,015
-909
71
$1.92M 0.43%
49,609
+4,729
72
$1.75M 0.39%
29,347
+2,353
73
$1.73M 0.39%
31,842
+4,273
74
$1.72M 0.39%
5,875
-210
75
$1.69M 0.38%
20,391
+9,740
1 2
3
4 5