EAMA
EFG Asset Management (Americas) Portfolio holdings
AUM
$542M
This Quarter Return
+7.62%
1 Year Return
+23.64%
3 Year Return
+90.34%
5 Year Return
+140.68%
10 Year Return
+367.63%
AUM
$329M
AUM Growth
+$329M
(-29%)
Cap. Flow
-$157M
Cap. Flow
% of AUM
-47.86%
Top 10 Holdings %
Top 10 Hldgs %
32.04%
Holding
148
New
9
Increased
6
Reduced
109
Closed
22
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$6.43M |
| 2 |
Exponent
EXPO
|
$2.83M |
| 3 |
Walmart
WMT
|
$2.51M |
| 4 |
iShares Latin America 40 ETF
ILF
|
$1.96M |
| 5 |
Carlisle Companies
CSL
|
$1.07M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$7.86M |
| 2 |
Microsoft
MSFT
|
$7.85M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$6.81M |
| 4 |
Amazon
AMZN
|
$5.2M |
| 5 |
Netflix
NFLX
|
$4.49M |
Sector Composition
| 1 | Technology | 23.16% |
| 2 | Healthcare | 12.51% |
| 3 | Financials | 10.37% |
| 4 | Consumer Discretionary | 9.97% |
| 5 | Industrials | 8.95% |
