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
$264M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$2.59M
3
+$2.14M
4
AMZN icon
Amazon
AMZN
+$1.73M
5
SPGI icon
S&P Global
SPGI
+$1.61M

Top Sells

1
+$13M
2
+$3.71M
3
+$3.18M
4
AMP icon
Ameriprise Financial
AMP
+$2.36M
5
HAL icon
Halliburton
HAL
+$1.93M

Sector Composition

1 Technology 9.65%
2 Healthcare 8.56%
3 Financials 8.1%
4 Consumer Discretionary 4.84%
5 Communication Services 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$425K 0.16%
4,247
-255
102
$412K 0.16%
9,462
+2,415
103
$405K 0.15%
+2,343
104
$402K 0.15%
4,398
-1,405
105
$398K 0.15%
8,613
106
$394K 0.15%
4,655
+554
107
$379K 0.14%
12,181
+2,315
108
$373K 0.14%
+12,946
109
$367K 0.14%
2,850
+254
110
$365K 0.14%
8,565
+2,991
111
$365K 0.14%
7,252
-1,023
112
$356K 0.13%
+30,600
113
$351K 0.13%
12,027
+1,403
114
$349K 0.13%
9,206
-7,504
115
$344K 0.13%
3,523
+38
116
$341K 0.13%
+5,283
117
$340K 0.13%
+5,916
118
$323K 0.12%
13,013
-3,822
119
$314K 0.12%
1,387
+191
120
$308K 0.12%
16,952
+871
121
$306K 0.12%
+10,584
122
$305K 0.12%
5,526
-67,240
123
$304K 0.12%
8,340
-228
124
$283K 0.11%
23,136
+5,876
125
$280K 0.11%
3,261
-20,662
2 3 4
5
6