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
51
$3.03M 0.68%
23,817
+2,423
52
$3.02M 0.68%
51,794
+10,854
53
$3.01M 0.68%
53,920
-1,050
54
$2.96M 0.66%
26,070
-67,415
55
$2.94M 0.66%
10,664
-1,787
56
$2.86M 0.64%
28,431
-1,572
57
$2.82M 0.63%
8,786
+372
58
$2.79M 0.63%
13,420
-261
59
$2.73M 0.61%
7,435
-145
60
$2.72M 0.61%
80,322
+8,472
61
$2.69M 0.6%
25,006
-385
62
$2.69M 0.6%
36,356
+1,854
63
$2.5M 0.56%
9,859
-1,260
64
$2.5M 0.56%
171,070
-3,330
65
$2.44M 0.55%
5,681
-111
66
$2.36M 0.53%
86,960
-4,911
67
$2.35M 0.53%
51,912
+11,662
68
$2.22M 0.5%
70,715
-10,967
69
$2.19M 0.49%
+112,502
70
$2.18M 0.49%
56,767
-1,905
71
$2.11M 0.47%
30,685
+2,350
72
$2.09M 0.47%
51,880
-20,635
73
$2.06M 0.46%
15,151
-509
74
$2.05M 0.46%
37,964
-1,274
75
$2.05M 0.46%
12,492
+776
1 2
3
4 5