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
$349M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.44M
3
+$2.11M
4
XPO icon
XPO
XPO
+$1.87M
5
AMZN icon
Amazon
AMZN
+$1.8M

Top Sells

1
+$12.2M
2
+$7.07M
3
+$2.46M
4
IEV icon
iShares Europe ETF
IEV
+$2.17M
5
TSLA icon
Tesla
TSLA
+$2.14M

Sector Composition

1 Technology 16.73%
2 Healthcare 13.75%
3 Financials 11.76%
4 Consumer Discretionary 8%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 3.96%
125,100
-2,220
2
$13.7M 3.94%
122,126
-998
3
$11.9M 3.41%
70,549
-1,132
4
$11.8M 3.37%
78,471
-16,409
5
$11.4M 3.28%
114,180
+18,000
6
$9.49M 2.72%
48,522
+6,377
7
$8.94M 2.56%
28,771
+3,548
8
$8.44M 2.42%
72,979
-404
9
$8.4M 2.41%
37,749
+47
10
$7.58M 2.17%
28,139
+495
11
$7.38M 2.11%
26,147
+4,223
12
$7.18M 2.06%
93,162
+957
13
$6.93M 1.98%
151,305
-47,363
14
$6.79M 1.95%
112,807
-203,272
15
$6.42M 1.84%
56,488
+1,037
16
$6.08M 1.74%
86,253
+930
17
$5.87M 1.68%
21,736
-66
18
$5.74M 1.64%
57,966
+5,312
19
$5.49M 1.57%
41,568
+943
20
$5.34M 1.53%
135,257
+47,460
21
$5.2M 1.49%
69,374
+1,353
22
$5.16M 1.48%
37,370
+11,761
23
$4.95M 1.42%
97,018
+32,807
24
$4.65M 1.33%
23,809
+871
25
$4.42M 1.27%
81,867
-81
1
2 3 4 5