EAMA
EFG Asset Management (Americas) Portfolio holdings
AUM
$542M
This Quarter Return
-0.37%
1 Year Return
+23.64%
3 Year Return
+90.34%
5 Year Return
+140.68%
10 Year Return
+367.63%
AUM
$122M
AUM Growth
+$122M
(+8%)
Cap. Flow
+$9.55M
Cap. Flow
% of AUM
7.8%
Top 10 Holdings %
Top 10 Hldgs %
91.3%
Holding
154
New
29
Increased
50
Reduced
20
Closed
19
Top Buys
| 1 |
iShares MSCI Germany ETF
EWG
|
$2.62M |
| 2 |
iShares Europe ETF
IEV
|
$2.53M |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$2.39M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.35M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.01M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$447K |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$378K |
| 3 |
iShares MSCI Pacific ex Japan ETF
EPP
|
$354K |
| 4 |
iShares Select Dividend ETF
DVY
|
$289K |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$278K |
Sector Composition
| 1 | Technology | 0.71% |
| 2 | Financials | 0.59% |
| 3 | Energy | 0.57% |
| 4 | Healthcare | 0.43% |
| 5 | Communication Services | 0.4% |