EAM
EFG Asset Management Portfolio holdings
AUM
$773M
1-Year Est. Return
40.1%
1 Year Est. Return
+40.1%
AUM
$773M
AUM Growth
+$65.6M
(+9.3%)
Holding
182
Top Buys
| 1 | +$4.16M | |
| 2 | +$3.81M | |
| 3 | +$3.63M | |
| 4 |
Spotify
SPOT
|
+$2.75M |
| 5 |
Willdan Group
WLDN
|
+$2.4M |
Top Sells
| 1 | +$6.99M | |
| 2 | +$5.88M | |
| 3 | +$4.55M | |
| 4 |
Chart Industries
GTLS
|
+$3.99M |
| 5 |
CyberArk
CYBR
|
+$3.61M |
Sector Composition
| 1 | Technology | 30.04% |
| 2 | Healthcare | 22.86% |
| 3 | Industrials | 13.31% |
| 4 | Consumer Discretionary | 12.45% |
| 5 | Communication Services | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
HealthEquity
HQY
$7.31B
| $4.28M | 0.55% |
45,147
+553
|
|
||
77
Astera Labs
ALAB
$29.5B
| $4.22M | 0.55% |
21,561
-4,644
|
|
||
78
Oracle
ORCL
$545B
| $4.16M | 0.54% |
+14,797
|
|
||
79
Reddit
RDDT
$43.3B
| $4.12M | 0.53% |
17,918
+130
|
|
||
80
SiteOne Landscape Supply
SITE
$6.61B
| $4.09M | 0.53% |
31,713
+11,269
|
|
||
81
e.l.f. Beauty
ELF
$5.32B
| $4.04M | 0.52% |
30,472
-4,832
|
|
||
82
Cytokinetics
CYTK
$7.9B
| $4.01M | 0.52% |
73,010
-3,247
|
|
||
83
Shake Shack
SHAK
$4.02B
| $3.95M | 0.51% |
42,229
+1,607
|
|
||
84
GeneDx Holdings
WGS
$3.02B
| $3.93M | 0.51% |
36,505
+7,378
|
|
||
85
Pure Storage
PSTG
$23.9B
| $3.91M | 0.51% |
46,666
+11
|
|
||
86
Wingstop
WING
$7.63B
| $3.85M | 0.5% |
15,284
+1,987
|
|
||
87
Ultragenyx Pharmaceutical
RARE
$2.32B
| $3.85M | 0.5% |
127,985
-7,865
|
|
||
88
Hawkins
HWKN
$3.17B
| $3.84M | 0.5% |
21,017
-3,296
|
|
||
89
Madrigal Pharmaceuticals
MDGL
$11.3B
| $3.81M | 0.49% |
+8,294
|
|
||
90
Wintrust Financial
WTFC
$9.67B
| $3.75M | 0.48% |
28,324
+369
|
|
||
91
Vertex
VERX
$3.11B
| $3.71M | 0.48% |
149,475
+42,647
|
|
||
92
DoorDash
DASH
$91.9B
| $3.7M | 0.48% |
13,622
-582
|
|
||
93
Tri Pointe Homes
TPH
$3.02B
| $3.7M | 0.48% |
108,858
+19,477
|
|
||
94
Peloton Interactive
PTON
$2.74B
| $3.62M | 0.47% |
402,551
+4,623
|
|
||
95
Life Time Group Holdings
LTH
$5.89B
| $3.54M | 0.46% |
128,246
+1,661
|
|
||
96
Evercore
EVR
$14.2B
| $3.53M | 0.46% |
10,442
-4,893
|
|
||
97
Arhaus
ARHS
$1.5B
| $3.52M | 0.46% |
331,902
+3,812
|
|
||
98
Apellis Pharmaceuticals
APLS
$2.57B
| $3.52M | 0.45% |
155,399
+50,375
|
|
||
99
EXL Service
EXLS
$6.74B
| $3.5M | 0.45% |
79,430
-27,265
|
|
||
100
Zscaler
ZS
$33.6B
| $3.46M | 0.45% |
11,527
+796
|
|