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
$445M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$5.36M
3
+$4.52M
4
TDOC icon
Teladoc Health
TDOC
+$4.08M
5
VEEV icon
Veeva Systems
VEEV
+$3.21M

Top Sells

1
+$4.88M
2
+$4.01M
3
+$3.58M
4
XYZ
Block Inc
XYZ
+$3.49M
5
TTD icon
Trade Desk
TTD
+$3.26M

Sector Composition

1 Technology 20.01%
2 Healthcare 15.28%
3 Consumer Discretionary 11.79%
4 Financials 11.12%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$235K 0.05%
+2,276
127
$234K 0.05%
+227
128
$231K 0.05%
3,036
-35,567
129
$230K 0.05%
2,850
-6,317
130
$230K 0.05%
+831
131
$226K 0.05%
+2,443
132
$223K 0.05%
+6,855
133
$213K 0.05%
2,900
134
$208K 0.05%
542
-4,502
135
$207K 0.05%
+879
136
$206K 0.05%
1,521
+1
137
$202K 0.05%
+391
138
– –
-2,740
139
– –
-9,101
140
– –
-26,355
141
– –
-35,306
142
– –
-18,184
143
– –
-39,120
144
– –
-1,218
145
– –
-26,459
146
– –
-3,902
147
– –
-15,972
148
– –
-7,940
149
– –
-3,558
150
– –
-80,180
3 4 5
6
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