EAMA
EFG Asset Management (Americas) Portfolio holdings
AUM
$542M
This Quarter Return
+4.57%
1 Year Return
+23.64%
3 Year Return
+90.34%
5 Year Return
+140.68%
10 Year Return
+367.63%
AUM
$264M
AUM Growth
+$264M
(-0.45%)
Cap. Flow
-$9.34M
Cap. Flow
% of AUM
-3.54%
Top 10 Holdings %
Top 10 Hldgs %
39.52%
Holding
142
New
9
Increased
70
Reduced
48
Closed
9
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$6.42M |
| 2 |
JPMorgan Chase
JPM
|
$2.59M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$2.14M |
| 4 |
Amazon
AMZN
|
$1.73M |
| 5 |
S&P Global
SPGI
|
$1.61M |
Top Sells
| 1 |
iShares Europe ETF
IEV
|
$13M |
| 2 |
Wells Fargo
WFC
|
$3.71M |
| 3 |
Comcast
CMCSA
|
$3.18M |
| 4 |
Ameriprise Financial
AMP
|
$2.36M |
| 5 |
Halliburton
HAL
|
$1.93M |
Sector Composition
| 1 | Technology | 9.65% |
| 2 | Healthcare | 8.56% |
| 3 | Financials | 8.1% |
| 4 | Consumer Discretionary | 4.84% |
| 5 | Communication Services | 3.8% |
