EAM

EFG Asset Management Portfolio holdings

AUM $708M
1-Year Est. Return 34.17%
This Quarter Est. Return
1 Year Est. Return
+34.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.22M
3
+$3.05M
4
RCKT icon
Rocket Pharmaceuticals
RCKT
+$2.19M
5
RCM
R1 RCM Inc. Common Stock
RCM
+$1.85M

Top Sells

1
+$7.65M
2
+$3.88M
3
+$2.75M
4
WFRD icon
Weatherford International
WFRD
+$1.64M
5
NVRO
NEVRO CORP.
NVRO
+$1.57M

Sector Composition

1 Healthcare 43.46%
2 Technology 20.4%
3 Consumer Discretionary 13.04%
4 Industrials 6.73%
5 Financials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.59M 1.03%
69,332
-3,867
27
$4.55M 1.02%
18,519
-714
28
$4.47M 1%
26,663
+3,920
29
$4.45M 1%
50,322
-3,659
30
$4.45M 1%
57,258
+13,799
31
$4.42M 0.99%
157,300
+5,100
32
$4.33M 0.97%
29,217
+1,509
33
$4.25M 0.96%
47,559
-2,653
34
$4.15M 0.93%
15,614
-871
35
$3.99M 0.9%
47,427
-923
36
$3.96M 0.89%
18,452
+1,726
37
$3.88M 0.87%
+21,763
38
$3.81M 0.85%
94,347
+9,991
39
$3.58M 0.8%
17,265
+1,034
40
$3.55M 0.8%
29,530
-1,139
41
$3.47M 0.78%
17,435
+919
42
$3.45M 0.77%
43,353
-1,671
43
$3.41M 0.77%
14,435
+4,344
44
$3.36M 0.76%
30,899
+950
45
$3.32M 0.75%
97,178
+19,864
46
$3.31M 0.74%
11,232
-626
47
$3.22M 0.72%
46,892
+4,672
48
$3.22M 0.72%
+40,746
49
$3.06M 0.69%
14,433
-12,952
50
$3.05M 0.68%
+6,091,004
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