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
$161M
AUM Growth
+$623K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$951K
3
+$948K
4
WFC icon
Wells Fargo
WFC
+$924K
5
AGN
Allergan plc
AGN
+$828K

Top Sells

1
+$1.44M
2
+$1.18M
3
+$1.11M
4
ALL icon
Allstate
ALL
+$1.1M
5
IEV icon
iShares Europe ETF
IEV
+$920K

Sector Composition

1 Healthcare 11.75%
2 Technology 7.94%
3 Financials 6.97%
4 Consumer Staples 5.26%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$244K 0.15%
8,735
77
$243K 0.15%
12,981
-3,640
78
$242K 0.15%
11,950
-669
79
$216K 0.13%
6,691
80
$139K 0.09%
3,646
81
$80K 0.05%
18,550
+5,967
82
$18K 0.01%
+17,257
83
– –
-18,895
84
– –
-8,728
85
– –
-10,900
86
– –
-7,932
1 2 3
4