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
$122M
AUM Growth
+$9.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.53M
3
+$2.39M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.35M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.01M

Top Sells

1
+$447K
2
+$378K
3
+$354K
4
DVY icon
iShares Select Dividend ETF
DVY
+$289K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$278K

Sector Composition

1 Technology 0.71%
2 Financials 0.59%
3 Energy 0.57%
4 Healthcare 0.43%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$50K 0.04%
2,000
77
$50K 0.04%
1,626
+157
78
$50K 0.04%
1,882
-1,636
79
$49K 0.04%
300
-1
80
$49K 0.04%
825
+20
81
$48K 0.04%
567
+18
82
$47K 0.04%
1,546
-484
83
$47K 0.04%
836
+109
84
$46K 0.04%
966
+152
85
$45K 0.04%
376
+89
86
$45K 0.04%
+748
87
$45K 0.04%
+790
88
$44K 0.04%
1,715
+2
89
$44K 0.04%
1,039
+60
90
$44K 0.04%
2,926
+135
91
$42K 0.03%
1,332
-83
92
$41K 0.03%
1,024
+78
93
$40K 0.03%
735
94
$39K 0.03%
+1,192
95
$39K 0.03%
1,659
96
$39K 0.03%
1,530
97
$36K 0.03%
+952
98
$36K 0.03%
+610
99
$33K 0.03%
+917
100
$33K 0.03%
679
2 3
4
5 6