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
$122M
AUM Growth
+$9.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$2.62M
2 +$2.53M
3 +$2.39M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.35M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.01M

Sector Composition

1 Technology 0.71%
2 Financials 0.59%
3 Energy 0.57%
4 Healthcare 0.43%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$10K 0.01%
228
127
$9K 0.01%
250
128
$8K 0.01%
195
+82
129
$6K ﹤0.01%
219
130
$6K ﹤0.01%
117
131
$5K ﹤0.01%
+116
132
$4K ﹤0.01%
118
133
$4K ﹤0.01%
+130
134
$2K ﹤0.01%
14
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