EAMA

EFG Asset Management (Americas) Portfolio holdings

AUM $579M
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$415K
2 +$274K
3 +$184K
4
VZ icon
Verizon
VZ
+$166K
5
SNDK
SANDISK CORP
SNDK
+$144K

Top Sells

1 +$5.21M
2 +$2.49M
3 +$2.35M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.59M

Sector Composition

1 Financials 0.92%
2 Energy 0.91%
3 Healthcare 0.72%
4 Communication Services 0.65%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-836
152
-1,883