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
$160M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.41M
2 +$1.79M
3 +$1.64M
4
COTY icon
Coty
COTY
+$1.61M
5
AAPL icon
Apple
AAPL
+$1.47M

Top Sells

1 +$3.21M
2 +$2.24M
3 +$1.82M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.45M

Sector Composition

1 Healthcare 9.51%
2 Technology 6.39%
3 Financials 5.65%
4 Consumer Staples 4.26%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,164
102
-5,786
103
-7,106