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
$445M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$5.36M
3
+$4.52M
4
TDOC icon
Teladoc Health
TDOC
+$4.08M
5
VEEV icon
Veeva Systems
VEEV
+$3.21M

Top Sells

1
+$4.88M
2
+$4.01M
3
+$3.58M
4
XYZ
Block Inc
XYZ
+$3.49M
5
TTD icon
Trade Desk
TTD
+$3.26M

Sector Composition

1 Technology 20.01%
2 Healthcare 15.28%
3 Consumer Discretionary 11.79%
4 Financials 11.12%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$816K 0.18%
+22,400
102
$719K 0.16%
+3,722
103
$712K 0.16%
6,424
-501
104
$612K 0.14%
12,482
-948
105
$603K 0.14%
12,103
+2,489
106
$515K 0.12%
13,081
+74
107
$512K 0.12%
+9,759
108
$494K 0.11%
13,566
+1,965
109
$465K 0.1%
5,601
-3,143
110
$452K 0.1%
10,173
-3,048
111
$389K 0.09%
2,468
+415
112
$387K 0.09%
+4,615
113
$375K 0.08%
7,343
114
$371K 0.08%
6,107
-17,904
115
$364K 0.08%
6,241
+1,338
116
$361K 0.08%
1,734
+391
117
$335K 0.08%
8,817
118
$334K 0.08%
+1,227
119
$333K 0.07%
3,120
-1,400
120
$306K 0.07%
10,504
121
$306K 0.07%
+1,293
122
$284K 0.06%
+7,321
123
$275K 0.06%
3,450
+254
124
$251K 0.06%
+1,281
125
$251K 0.06%
+1,838
3 4
5
6 7