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
$463M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.79M
3
+$2.86M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.46M
5
IAU icon
iShares Gold Trust
IAU
+$2.03M

Top Sells

1
+$3.38M
2
+$3.34M
3
+$2.76M
4
UNH icon
UnitedHealth
UNH
+$2.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.44M

Sector Composition

1 Technology 23.2%
2 Healthcare 12.52%
3 Financials 10.68%
4 Consumer Discretionary 9.43%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.87M 0.4%
24,131
+2,720
77
$1.84M 0.4%
32,387
-2,177
78
$1.78M 0.38%
12,090
-790
79
$1.78M 0.38%
44,169
-811
80
$1.78M 0.38%
7,516
-142
81
$1.72M 0.37%
+36,590
82
$1.67M 0.36%
36,550
-2,100
83
$1.64M 0.35%
33,554
+5,858
84
$1.57M 0.34%
15,714
-525
85
$1.55M 0.33%
5,233
-149
86
$1.55M 0.33%
10,002
-31
87
$1.47M 0.32%
15,706
-399
88
$1.44M 0.31%
3,026
+2,071
89
$1.41M 0.3%
1,738
-28
90
$1.38M 0.3%
6,731
-525
91
$1.33M 0.29%
9,073
-797
92
$1.31M 0.28%
8,304
+1,586
93
$1.24M 0.27%
23,480
-325
94
$1.23M 0.27%
3,563
-90
95
$1.22M 0.26%
7,165
-19,814
96
$1.2M 0.26%
4,580
-135
97
$1.2M 0.26%
38,454
-506
98
$1.19M 0.26%
+21,846
99
$1.14M 0.25%
101,315
+17,379
100
$1.01M 0.22%
13,342
+1,710
2 3
4
5 6