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
$101M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$382K
3
+$264K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$229K
5
DLX icon
Deluxe
DLX
+$216K

Top Sells

1
+$2.58M
2
+$1.7M
3
+$1.3M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$634K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$428K

Sector Composition

1 Financials 1.27%
2 Healthcare 1.26%
3 Energy 1.12%
4 Consumer Staples 0.81%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
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