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
$163M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$1.8M
3
+$1.71M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.44M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.27M

Top Sells

1
+$572K
2
+$456K
3
+$364K
4
CF icon
CF Industries
CF
+$252K
5
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$232K

Sector Composition

1 Healthcare 4.51%
2 Financials 3.61%
3 Technology 3.19%
4 Communication Services 2.65%
5 Consumer Staples 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
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