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
76
$2.04M 0.46%
40,746
-32,828
77
$2M 0.45%
43,746
+12,897
78
$1.95M 0.44%
34,571
+10,433
79
$1.94M 0.44%
169,926
+14,524
80
$1.94M 0.43%
36,150
-1,214
81
$1.88M 0.42%
4,822
+325
82
$1.88M 0.42%
18,704
-628
83
$1.87M 0.42%
35,648
-6,047
84
$1.85M 0.42%
+169,301
85
$1.81M 0.41%
6,748
-131
86
$1.8M 0.4%
68,497
-2,298
87
$1.79M 0.4%
24,008
+1,725
88
$1.79M 0.4%
21,955
-427
89
$1.78M 0.4%
13,123
-2,152
90
$1.76M 0.4%
22,016
+4,315
91
$1.68M 0.38%
12,364
-2,764
92
$1.67M 0.38%
11,655
+1,177
93
$1.67M 0.37%
61,858
-2,075
94
$1.66M 0.37%
20,152
-6,778
95
$1.66M 0.37%
54,097
-1,814
96
$1.64M 0.37%
12,560
-422
97
$1.63M 0.37%
40,425
-1,356
98
$1.63M 0.37%
25,335
-5,227
99
$1.62M 0.36%
38,420
+3,520
100
$1.61M 0.36%
21,636
-4,558
2 3
4
5 6