EAMA

EFG Asset Management (Americas) Portfolio holdings

AUM $579M
1-Year Est. Return 24.22%
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.08M
3
+$953K
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$780K
5
UNH icon
UnitedHealth
UNH
+$764K

Top Sells

1
+$12.7M
2
+$9.07M
3
+$2.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.42M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.02M

Sector Composition

1 Healthcare 3.65%
2 Financials 3.28%
3 Communication Services 2.79%
4 Technology 2.69%
5 Consumer Staples 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
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