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
$264M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$2.59M
3
+$2.14M
4
AMZN icon
Amazon
AMZN
+$1.73M
5
SPGI icon
S&P Global
SPGI
+$1.61M

Top Sells

1
+$13M
2
+$3.71M
3
+$3.18M
4
AMP icon
Ameriprise Financial
AMP
+$2.36M
5
HAL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$278K 0.11%
7,253
+364
127
$270K 0.1%
826
128
$266K 0.1%
2,378
+76
129
$250K 0.09%
4,424
+1,124
130
$209K 0.08%
13,256
+1,696
131
$207K 0.08%
+11,456
132
$207K 0.08%
13,890
+3,877
133
– –
-1,600
134
– –
-8,743
135
– –
-1,617
136
– –
-45,134
137
– –
-1,608
138
– –
-1,367
139
– –
-6,176
140
– –
-2,750
2 3 4 5
6