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
$312M
AUM Growth
-$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$2.23M
2 +$1.54M
3 +$1.45M
4
GLD icon
SPDR Gold Trust
GLD
+$1.23M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.18M

Top Sells

1 +$8.88M
2 +$2.46M
3 +$2.29M
4
SAGE
Sage Therapeutics
SAGE
+$2.19M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.1M

Sector Composition

1 Technology 19.39%
2 Financials 15.16%
3 Healthcare 12.74%
4 Consumer Discretionary 7.23%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,853
127
-3,348
128
-16,519
129
-1,030