EAMA
EFG Asset Management (Americas) Portfolio holdings
AUM
$542M
This Quarter Return
+1.73%
1 Year Return
+23.64%
3 Year Return
+90.34%
5 Year Return
+140.68%
10 Year Return
+367.63%
AUM
$212M
AUM Growth
+$212M
(+6.2%)
Cap. Flow
+$9.65M
Cap. Flow
% of AUM
4.55%
Top 10 Holdings %
Top 10 Hldgs %
42.48%
Holding
97
New
8
Increased
52
Reduced
24
Closed
5
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.82M |
| 2 |
AGN
Allergan plc
AGN
|
$1.69M |
| 3 |
Intercontinental Exchange
ICE
|
$1.57M |
| 4 |
CVS Health
CVS
|
$1.3M |
| 5 |
UnitedHealth
UNH
|
$953K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$3.15M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$2.1M |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$1.73M |
| 4 |
Skyworks Solutions
SWKS
|
$1.59M |
| 5 |
iShares US Pharmaceuticals ETF
IHE
|
$1.41M |
Sector Composition
| 1 | Healthcare | 13.22% |
| 2 | Technology | 7.96% |
| 3 | Consumer Staples | 6.88% |
| 4 | Financials | 6.88% |
| 5 | Communication Services | 4.72% |
