EAMA
EFG Asset Management (Americas) Portfolio holdings
AUM
$542M
This Quarter Return
+2.2%
1 Year Return
+23.64%
3 Year Return
+90.34%
5 Year Return
+140.68%
10 Year Return
+367.63%
AUM
$237M
AUM Growth
+$237M
(+11%)
Cap. Flow
+$21.4M
Cap. Flow
% of AUM
9.03%
Top 10 Holdings %
Top 10 Hldgs %
40.94%
Holding
126
New
34
Increased
40
Reduced
35
Closed
9
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$9.91M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$7.1M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$4.76M |
| 4 |
Fortive
FTV
|
$3.75M |
| 5 |
American Tower
AMT
|
$3.45M |
Top Sells
| 1 |
iShares US Pharmaceuticals ETF
IHE
|
$6.44M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$3.73M |
| 3 |
HCA Healthcare
HCA
|
$2.65M |
| 4 |
Biogen
BIIB
|
$2.11M |
| 5 |
Thermo Fisher Scientific
TMO
|
$1.49M |
Sector Composition
| 1 | Technology | 10% |
| 2 | Healthcare | 8.18% |
| 3 | Financials | 6.25% |
| 4 | Consumer Staples | 5.21% |
| 5 | Communication Services | 3.99% |
