EAMA
EFG Asset Management (Americas) Portfolio holdings
AUM
$542M
This Quarter Return
-14.42%
1 Year Return
+23.64%
3 Year Return
+90.34%
5 Year Return
+140.68%
10 Year Return
+367.63%
AUM
$278M
AUM Growth
+$278M
(-20%)
Cap. Flow
-$18M
Cap. Flow
% of AUM
-6.46%
Top 10 Holdings %
Top 10 Hldgs %
29.84%
Holding
114
New
4
Increased
50
Reduced
45
Closed
10
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$3.42M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$3.41M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$1.85M |
| 4 |
Thermo Fisher Scientific
TMO
|
$952K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$949K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$13.7M |
| 2 |
Align Technology
ALGN
|
$3.68M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$3.4M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$3.02M |
| 5 |
iShares Gold Trust
IAU
|
$2.46M |
Sector Composition
| 1 | Technology | 17.96% |
| 2 | Healthcare | 14.01% |
| 3 | Financials | 12.45% |
| 4 | Consumer Discretionary | 7.93% |
| 5 | Communication Services | 6.42% |
