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
$562M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$3.63M
3
+$3.38M
4
ULTA icon
Ulta Beauty
ULTA
+$2.94M
5
DECK icon
Deckers Outdoor
DECK
+$2.34M

Top Sells

1
+$4.44M
2
+$4.1M
3
+$2.73M
4
COUP
Coupa Software Incorporated
COUP
+$2.51M
5
XPO icon
XPO
XPO
+$2.05M

Sector Composition

1 Technology 19.26%
2 Financials 15.2%
3 Healthcare 13.58%
4 Consumer Discretionary 12.67%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.3%
29,106
+1,194
77
$1.66M 0.3%
10,264
+432
78
$1.61M 0.29%
30,259
-586
79
$1.48M 0.26%
12,856
-290
80
$1.42M 0.25%
12,724
+1,367
81
$1.38M 0.25%
30,094
82
$1.37M 0.24%
5,679
+239
83
$1.34M 0.24%
17,194
84
$1.31M 0.23%
17,898
+1,625
85
$1.3M 0.23%
26,730
+810
86
$1.17M 0.21%
2,723
-2,060
87
$1.14M 0.2%
5,853
88
$1.13M 0.2%
6,782
+345
89
$1.13M 0.2%
5,451
+302
90
$1.1M 0.2%
40,262
+318
91
$1.08M 0.19%
8,598
+407
92
$1.02M 0.18%
32,165
93
$987K 0.18%
6,561
+220
94
$937K 0.17%
24,138
+82
95
$887K 0.16%
16,425
+826
96
$848K 0.15%
3,313
+193
97
$841K 0.15%
12,822
+399
98
$817K 0.15%
27,259
+172
99
$780K 0.14%
930
+39
100
$774K 0.14%
12,261
+12
2 3
4
5 6