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
$349M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.44M
3
+$2.11M
4
XPO icon
XPO
XPO
+$1.87M
5
AMZN icon
Amazon
AMZN
+$1.8M

Top Sells

1
+$12.2M
2
+$7.07M
3
+$2.46M
4
IEV icon
iShares Europe ETF
IEV
+$2.17M
5
TSLA icon
Tesla
TSLA
+$2.14M

Sector Composition

1 Technology 16.73%
2 Healthcare 13.75%
3 Financials 11.76%
4 Consumer Discretionary 8%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$982K 0.28%
18,498
+240
77
$938K 0.27%
13,290
-3,189
78
$897K 0.26%
8,323
+48
79
$886K 0.25%
14,194
-608
80
$880K 0.25%
8,820
81
$850K 0.24%
26,892
-1,376
82
$756K 0.22%
4,591
+732
83
$666K 0.19%
1,924
-128
84
$649K 0.19%
13,413
-10,282
85
$646K 0.19%
11,319
86
$623K 0.18%
10,484
-727
87
$590K 0.17%
4,267
-300
88
$534K 0.15%
12,091
+2,574
89
$533K 0.15%
6,188
-453
90
$528K 0.15%
20,653
91
$487K 0.14%
13,109
+1,961
92
$477K 0.14%
18,801
-1,303
93
$446K 0.13%
8,440
-1,944
94
$412K 0.12%
9,788
-14,392
95
$385K 0.11%
8,178
+1,544
96
$355K 0.1%
2,202
-4,984
97
$346K 0.1%
3,864
-857
98
$340K 0.1%
7,296
-759
99
$338K 0.1%
6,943
-1,155
100
$336K 0.1%
6,196
-815
1 2 3
4
5