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
$445M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$20.6M
2 +$5.36M
3 +$4.52M
4
TDOC icon
Teladoc Health
TDOC
+$4.08M
5
VEEV icon
Veeva Systems
VEEV
+$3.21M

Top Sells

1 +$4.88M
2 +$4.01M
3 +$3.58M
4
XYZ
Block Inc
XYZ
+$3.49M
5
TTD icon
Trade Desk
TTD
+$3.26M

Sector Composition

1 Technology 20.01%
2 Healthcare 15.28%
3 Consumer Discretionary 11.79%
4 Financials 11.12%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,619
152
-22,961