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
$510M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.34M
3
+$5.05M
4
AAPL icon
Apple
AAPL
+$4.97M
5
AMZN icon
Amazon
AMZN
+$4.49M

Top Sells

1
+$3.32M
2
+$2.74M
3
+$1.3M
4
EXAS icon
Exact Sciences
EXAS
+$1.07M
5
PANW icon
Palo Alto Networks
PANW
+$867K

Sector Composition

1 Technology 25.15%
2 Healthcare 10.68%
3 Financials 10.14%
4 Consumer Discretionary 9.03%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.16M 0.23%
4,908
+1,332
102
$1.04M 0.2%
14,694
+4,145
103
$1M 0.2%
31,820
+2,247
104
$969K 0.19%
9,110
+3,729
105
$968K 0.19%
23,464
+6,604
106
$935K 0.18%
24,657
+7,583
107
$919K 0.18%
+4,361
108
$817K 0.16%
5,095
-830
109
$783K 0.15%
8,844
+2,607
110
$705K 0.14%
+16,706
111
$678K 0.13%
5,278
-9
112
$575K 0.11%
5,387
113
$568K 0.11%
9,065
-4,685
114
$561K 0.11%
+3,080
115
$518K 0.1%
+9,481
116
$516K 0.1%
+9,167
117
$483K 0.09%
+9,897
118
$364K 0.07%
669
-48
119
$348K 0.07%
+3,457
120
$247K 0.05%
+1,405
121
$213K 0.04%
495
-28
122
$207K 0.04%
+5,207
123
$207K 0.04%
465
-179
124
– –
-853
125
– –
-16,110
2 3 4
5
6