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
$122M
AUM Growth
+$9.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$2.62M
2 +$2.53M
3 +$2.39M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.35M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.01M

Sector Composition

1 Technology 0.71%
2 Financials 0.59%
3 Energy 0.57%
4 Healthcare 0.43%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,454
152
-418
153
-132
154
$0 ﹤0.01%
5