EAMA
EFG Asset Management (Americas) Portfolio holdings
AUM
$542M
This Quarter Return
+0.18%
1 Year Return
+23.64%
3 Year Return
+90.34%
5 Year Return
+140.68%
10 Year Return
+367.63%
AUM
$163M
AUM Growth
+$163M
(+27%)
Cap. Flow
+$31.7M
Cap. Flow
% of AUM
19.48%
Top 10 Holdings %
Top 10 Hldgs %
63.67%
Holding
166
New
15
Increased
62
Reduced
14
Closed
69
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$9.53M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.81M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$1.69M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
$1.42M |
| 5 |
Wells Fargo
WFC
|
$1.29M |
Top Sells
| 1 |
CF Industries
CF
|
$1.31M |
| 2 |
American Airlines Group
AAL
|
$572K |
| 3 |
HCR
Hi-Crush Inc. Common Stock
HCR
|
$456K |
| 4 |
Marathon Petroleum
MPC
|
$408K |
| 5 |
iShares MSCI Japan ETF
EWJ
|
$365K |
Sector Composition
| 1 | Healthcare | 4.51% |
| 2 | Financials | 3.61% |
| 3 | Technology | 3.19% |
| 4 | Communication Services | 2.65% |
| 5 | Consumer Staples | 1.8% |
