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
$463M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.79M
3
+$2.86M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.46M
5
IAU icon
iShares Gold Trust
IAU
+$2.03M

Top Sells

1
+$3.38M
2
+$3.34M
3
+$2.76M
4
UNH icon
UnitedHealth
UNH
+$2.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.44M

Sector Composition

1 Technology 23.2%
2 Healthcare 12.52%
3 Financials 10.68%
4 Consumer Discretionary 9.43%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.97M 0.64%
12,523
+3,227
52
$2.93M 0.63%
40,721
-2,708
53
$2.92M 0.63%
28,277
+4,752
54
$2.9M 0.63%
23,915
-1,590
55
$2.82M 0.61%
59,962
+20,443
56
$2.77M 0.6%
6,781
-1,288
57
$2.71M 0.59%
8,733
-161
58
$2.68M 0.58%
9,715
-1,351
59
$2.66M 0.57%
4,568
-65
60
$2.63M 0.57%
67,327
+51,973
61
$2.63M 0.57%
27,228
+432
62
$2.56M 0.55%
55,975
-3,747
63
$2.47M 0.53%
10,847
-1,270
64
$2.38M 0.51%
18,279
-2,736
65
$2.37M 0.51%
18,667
+509
66
$2.36M 0.51%
32,723
-17,832
67
$2.32M 0.5%
56,678
+1,649
68
$2.3M 0.5%
15,749
-318
69
$2.27M 0.49%
27,274
+446
70
$2.21M 0.48%
24,305
-1,614
71
$2.21M 0.48%
9,958
+277
72
$2.06M 0.45%
4,209
-278
73
$2M 0.43%
13,632
-894
74
$1.99M 0.43%
9,180
+669
75
$1.95M 0.42%
23,748
+287
1 2
3
4 5