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

Top Buys

1 +$20.6M
2 +$5.26M
3 +$4.3M
4
TDOC icon
Teladoc Health
TDOC
+$3.94M
5
VEEV icon
Veeva Systems
VEEV
+$3.01M

Top Sells

1 +$4.8M
2 +$3.69M
3 +$3.6M
4
ICE icon
Intercontinental Exchange
ICE
+$3.58M
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