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
$489M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.85M
3
+$2.79M
4
KLAC icon
KLA
KLAC
+$1.89M
5
VNT icon
Vontier
VNT
+$1.27M

Top Sells

1
+$3.65M
2
+$3.48M
3
+$2.64M
4
MTCH icon
Match Group
MTCH
+$1.42M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.38M

Sector Composition

1 Technology 20.03%
2 Healthcare 14.79%
3 Consumer Discretionary 12.21%
4 Financials 11.73%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.67M 0.34%
10,578
+323
77
$1.66M 0.34%
30,659
-1,183
78
$1.63M 0.33%
19,611
-780
79
$1.56M 0.32%
4,150
-520
80
$1.54M 0.32%
13,040
-544
81
$1.54M 0.31%
21,092
+1,411
82
$1.49M 0.31%
19,127
+173
83
$1.44M 0.29%
6,199
+324
84
$1.44M 0.29%
16,909
+2,692
85
$1.27M 0.26%
+37,940
86
$1.25M 0.25%
5,809
+55
87
$1.24M 0.25%
5,853
-1,091
88
$1.16M 0.24%
9,366
+424
89
$1.15M 0.23%
15,250
+136
90
$1.1M 0.23%
26,684
+248
91
$1.05M 0.22%
6,615
+148
92
$1.05M 0.21%
23,962
93
$1.03M 0.21%
6,704
+333
94
$1.03M 0.21%
32,165
95
$1.02M 0.21%
14,196
+2,093
96
$1M 0.2%
6,758
+65
97
$992K 0.2%
22,650
+250
98
$978K 0.2%
7,009
+70
99
$968K 0.2%
13,571
+2,289
100
$955K 0.2%
39,922
-701
2 3
4
5 6