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
$277M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$1.6M
3
+$1.4M
4
BAC icon
Bank of America
BAC
+$1.33M
5
JPM icon
JPMorgan Chase
JPM
+$1.14M

Top Sells

1
+$5.57M
2
+$2.21M
3
+$1.87M
4
KHC icon
Kraft Heinz
KHC
+$1.17M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$871K

Sector Composition

1 Technology 10.03%
2 Financials 8.69%
3 Healthcare 7.51%
4 Consumer Discretionary 5.35%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$501K 0.18%
49,580
+18,980
102
$473K 0.17%
5,245
103
$471K 0.17%
15,850
-1,120
104
$464K 0.17%
3,179
-147
105
$456K 0.16%
5,585
-575
106
$424K 0.15%
12,410
-868
107
$417K 0.15%
3,756
-491
108
$401K 0.14%
+1,885
109
$401K 0.14%
10,538
-1,400
110
$371K 0.13%
4,167
-1,485
111
$363K 0.13%
4,267
-388
112
$361K 0.13%
12,027
113
$338K 0.12%
+3,592
114
$326K 0.12%
16,814
+5,358
115
$326K 0.12%
3,584
+61
116
$306K 0.11%
16,338
-614
117
$294K 0.11%
5,569
-1,683
118
$289K 0.1%
7,137
-116
119
$285K 0.1%
826
120
$280K 0.1%
9,039
-167
121
$278K 0.1%
+4,315
122
$270K 0.1%
16,596
+2,706
123
$266K 0.1%
5,090
-5,836
124
$259K 0.09%
6,283
-8,329
125
$239K 0.09%
2,533
-1,865
2 3 4
5
6