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
$489M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.85M
3
+$2.79M
4
KLAC icon
KLA
KLAC
+$1.89M
5
VNT icon
Vontier
VNT
+$1.27M

Top Sells

1
+$3.65M
2
+$3.48M
3
+$2.64M
4
MTCH icon
Match Group
MTCH
+$1.42M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.38M

Sector Composition

1 Technology 20.03%
2 Healthcare 14.79%
3 Consumer Discretionary 12.21%
4 Financials 11.73%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.4M 0.7%
52,488
-11,763
52
$3.39M 0.69%
9,752
-1,157
53
$3.31M 0.68%
12,177
+750
54
$3.28M 0.67%
12,669
+7,303
55
$3.15M 0.65%
27,870
-4,870
56
$3.1M 0.63%
12,927
-4,649
57
$3.05M 0.62%
13,598
+449
58
$3.04M 0.62%
23,420
+2,341
59
$3.02M 0.62%
13,000
-143
60
$2.99M 0.61%
22,554
-437
61
$2.98M 0.61%
8,786
+771
62
$2.96M 0.61%
8,395
-122
63
$2.92M 0.6%
12,181
-1,450
64
$2.91M 0.59%
49,062
-12,876
65
$2.89M 0.59%
1,296
-17
66
$2.88M 0.59%
16,277
+1,380
67
$2.85M 0.58%
31,756
-1,162
68
$2.85M 0.58%
+21,496
69
$2.8M 0.57%
16,428
-3,602
70
$2.79M 0.57%
+29,333
71
$2.55M 0.52%
18,429
+1,795
72
$2.06M 0.42%
50,116
+507
73
$2M 0.41%
11,771
-1,364
74
$1.78M 0.36%
30,220
+873
75
$1.69M 0.35%
9,298
+163
1 2
3
4 5