EAMA
EFG Asset Management (Americas) Portfolio holdings
AUM
$542M
This Quarter Return
-8.87%
1 Year Return
+23.64%
3 Year Return
+90.34%
5 Year Return
+140.68%
10 Year Return
+367.63%
AUM
$160M
AUM Growth
+$160M
(-1.5%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
9.68%
Top 10 Holdings %
Top 10 Hldgs %
53.37%
Holding
104
New
8
Increased
51
Reduced
19
Closed
23
Top Buys
| 1 |
AGN
Allergan plc
AGN
|
$2.41M |
| 2 |
Danaher
DHR
|
$1.79M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$1.64M |
| 4 |
Coty
COTY
|
$1.61M |
| 5 |
Apple
AAPL
|
$1.47M |
Top Sells
| 1 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$3.21M |
| 2 |
iShares Europe ETF
IEV
|
$2.24M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.82M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.62M |
| 5 |
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% |