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
+$62K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$7.75M
3
+$4.5M
4
COST icon
Costco
COST
+$3.77M
5
RH icon
RH
RH
+$3.46M

Top Sells

1
+$8.06M
2
+$4.71M
3
+$4.49M
4
AMZN icon
Amazon
AMZN
+$4.24M
5
NOW icon
ServiceNow
NOW
+$3.98M

Sector Composition

1 Technology 19.27%
2 Financials 14.18%
3 Healthcare 13.75%
4 Consumer Discretionary 13.27%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.77M 0.36%
8,649
-649
77
$1.68M 0.34%
12,542
-3,735
78
$1.64M 0.33%
30,659
79
$1.55M 0.32%
6,852
+653
80
$1.52M 0.31%
27,158
+474
81
$1.48M 0.3%
13,040
82
$1.44M 0.29%
8,757
-1,821
83
$1.42M 0.29%
15,597
-1,312
84
$1.25M 0.25%
16,422
-4,670
85
$1.22M 0.25%
+10,318
86
$1.19M 0.24%
8,595
+7,123
87
$1.19M 0.24%
5,323
-486
88
$1.17M 0.24%
15,077
+881
89
$1.16M 0.24%
25,050
+2,400
90
$1.1M 0.23%
5,853
91
$1.09M 0.22%
4,931
+1,036
92
$1.03M 0.21%
3,670
-16,730
93
$1.02M 0.21%
32,165
94
$1.02M 0.21%
39,944
+22
95
$934K 0.19%
6,102
-602
96
$929K 0.19%
20,606
-3,356
97
$868K 0.18%
6,137
-621
98
$868K 0.18%
14,928
-15,292
99
$829K 0.17%
7,825
-770
100
$826K 0.17%
26,916
-828
2 3
4
5 6