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
$112M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$419K
2
+$277K
3
+$196K
4
VZ icon
Verizon
VZ
+$168K
5
SNDK
SANDISK CORP
SNDK
+$165K

Top Sells

1
+$5.3M
2
+$2.53M
3
+$2.48M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.96M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.66M

Sector Composition

1 Financials 0.92%
2 Energy 0.91%
3 Healthcare 0.72%
4 Communication Services 0.65%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$47K 0.04%
748
77
$47K 0.04%
+1,202
78
$46K 0.04%
548
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79
$45K 0.04%
1,213
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80
$39K 0.03%
1,530
81
$38K 0.03%
1,636
-26,364
82
$38K 0.03%
+700
83
$38K 0.03%
402
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84
$37K 0.03%
952
85
$32K 0.03%
1,198
-461
86
$30K 0.03%
+600
87
$29K 0.03%
625
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88
$29K 0.03%
219
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89
$29K 0.03%
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$28K 0.03%
860
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91
$28K 0.03%
692
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92
$28K 0.03%
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93
$28K 0.03%
310
94
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95
$28K 0.03%
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96
$28K 0.03%
1,856
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97
$28K 0.03%
462
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98
$27K 0.02%
821
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99
$27K 0.02%
+267
100
$27K 0.02%
994
-4,712
2 3
4
5 6