EAMA
EFG Asset Management (Americas) Portfolio holdings
AUM
$542M
This Quarter Return
+2.58%
1 Year Return
+23.64%
3 Year Return
+90.34%
5 Year Return
+140.68%
10 Year Return
+367.63%
AUM
$265M
AUM Growth
+$265M
(+2.3%)
Cap. Flow
+$378K
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
41.27%
Holding
143
New
23
Increased
67
Reduced
31
Closed
10
Top Buys
| 1 |
iShares Europe ETF
IEV
|
$2.63M |
| 2 |
Mohawk Industries
MHK
|
$1.7M |
| 3 |
Kraft Heinz
KHC
|
$1.55M |
| 4 |
CELG
Celgene Corp
CELG
|
$1.53M |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$881K |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$2.54M |
| 2 |
Coty
COTY
|
$2.34M |
| 3 |
PTC
PTC
|
$2.32M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$2.03M |
| 5 |
Snap-on
SNA
|
$1.85M |
Sector Composition
| 1 | Technology | 8.42% |
| 2 | Financials | 8.42% |
| 3 | Healthcare | 8.24% |
| 4 | Communication Services | 5.01% |
| 5 | Industrials | 3.99% |
