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
$112M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$419K
2
+$277K
3
+$196K
4
VZ icon
Verizon
VZ
+$168K
5
SNDK
SANDISK CORP
SNDK
+$165K

Top Sells

1
+$5.3M
2
+$2.53M
3
+$2.48M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.96M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.66M

Sector Composition

1 Financials 0.92%
2 Energy 0.91%
3 Healthcare 0.72%
4 Communication Services 0.65%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
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