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
$332M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.7M
3
+$2.2M
4
LULU icon
lululemon athletica
LULU
+$1.89M
5
TTD icon
Trade Desk
TTD
+$1.88M

Top Sells

1
+$4.79M
2
+$3.38M
3
+$3.03M
4
AMZN icon
Amazon
AMZN
+$2.59M
5
NFLX icon
Netflix
NFLX
+$2.44M

Sector Composition

1 Technology 17.16%
2 Healthcare 15.77%
3 Financials 12.3%
4 Communication Services 7.12%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.32%
16,105
-2,879
77
$1.04M 0.31%
4,934
+748
78
$1.04M 0.31%
9,222
-4,221
79
$1.02M 0.31%
2,627
+380
80
$1.01M 0.31%
20,523
+2,885
81
$961K 0.29%
6,947
-1,912
82
$951K 0.29%
5,687
+713
83
$899K 0.27%
8,820
84
$867K 0.26%
20,671
+3,766
85
$726K 0.22%
13,018
86
$693K 0.21%
13,739
-4,483
87
$680K 0.2%
5,254
+1,167
88
$654K 0.2%
10,733
+2,902
89
$637K 0.19%
11,925
-4,100
90
$597K 0.18%
9,315
+313
91
$557K 0.17%
19,497
+6,102
92
$539K 0.16%
7,537
-2,529
93
$468K 0.14%
13,733
+3,817
94
$460K 0.14%
3,307
+1,222
95
$453K 0.14%
12,066
-3,541
96
$453K 0.14%
17,519
-1,176
97
$431K 0.13%
7,558
+70
98
$417K 0.13%
3,679
-1,191
99
$384K 0.12%
3,953
+1,705
100
$367K 0.11%
+6,627
1 2 3
4
5