EAMA
EFG Asset Management (Americas) Portfolio holdings
AUM
$542M
This Quarter Return
+5.8%
1 Year Return
+23.64%
3 Year Return
+90.34%
5 Year Return
+140.68%
10 Year Return
+367.63%
AUM
$277M
AUM Growth
+$277M
(+4.9%)
Cap. Flow
-$1.55M
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
38.35%
Holding
143
New
11
Increased
50
Reduced
60
Closed
14
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$3.16M |
| 2 |
iShares Gold Trust
IAU
|
$1.6M |
| 3 |
Chevron
CVX
|
$1.4M |
| 4 |
Bank of America
BAC
|
$1.33M |
| 5 |
JPMorgan Chase
JPM
|
$1.14M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$5.57M |
| 2 |
AGN
Allergan plc
AGN
|
$2.21M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.87M |
| 4 |
Kraft Heinz
KHC
|
$1.17M |
| 5 |
iShares MSCI Japan ETF
EWJ
|
$871K |
Sector Composition
| 1 | Technology | 10.03% |
| 2 | Financials | 8.69% |
| 3 | Healthcare | 7.51% |
| 4 | Consumer Discretionary | 5.35% |
| 5 | Industrials | 3.88% |
