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
$445M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$5.36M
3
+$4.52M
4
TDOC icon
Teladoc Health
TDOC
+$4.08M
5
VEEV icon
Veeva Systems
VEEV
+$3.21M

Top Sells

1
+$4.88M
2
+$4.01M
3
+$3.58M
4
XYZ
Block Inc
XYZ
+$3.49M
5
TTD icon
Trade Desk
TTD
+$3.26M

Sector Composition

1 Technology 20.01%
2 Healthcare 15.28%
3 Consumer Discretionary 11.79%
4 Financials 11.12%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.37%
6,944
-6,947
77
$1.6M 0.36%
13,584
+1,066
78
$1.57M 0.35%
4,670
+2,391
79
$1.53M 0.34%
9,135
-1,007
80
$1.53M 0.34%
10,255
-2,221
81
$1.5M 0.34%
18,954
+858
82
$1.29M 0.29%
20,269
-571
83
$1.26M 0.28%
+5,754
84
$1.25M 0.28%
19,681
85
$1.19M 0.27%
+15,114
86
$1.18M 0.26%
+14,217
87
$1.1M 0.25%
14,897
+1,063
88
$1.08M 0.24%
6,467
-2,577
89
$1.04M 0.23%
+5,366
90
$1.02M 0.23%
+6,939
91
$997K 0.22%
32,165
92
$944K 0.21%
8,942
-6,526
93
$928K 0.21%
6,693
-3,594
94
$924K 0.21%
23,962
-2,443
95
$911K 0.2%
26,436
-7,414
96
$856K 0.19%
11,282
+3,118
97
$854K 0.19%
40,623
+1,835
98
$851K 0.19%
27,587
+182
99
$842K 0.19%
8,367
-7,289
100
$841K 0.19%
+6,371
2 3
4
5 6