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
101
$1.56M 0.35%
16,073
+1,429
102
$1.56M 0.35%
21,638
-727
103
$1.55M 0.35%
11,941
-402
104
$1.55M 0.35%
24,418
-820
105
$1.54M 0.35%
19,400
-378
106
$1.53M 0.34%
20,645
+2,673
107
$1.53M 0.34%
4,524
-88
108
$1.52M 0.34%
3,324
-567
109
$1.52M 0.34%
12,446
-2,195
110
$1.48M 0.33%
79,669
-2,672
111
$1.47M 0.33%
12,556
-1,827
112
$1.46M 0.33%
80,422
-2,698
113
$1.46M 0.33%
16,069
+3,390
114
$1.41M 0.32%
9,576
-187
115
$1.39M 0.31%
9,097
-177
116
$1.39M 0.31%
25,782
+5,654
117
$1.36M 0.31%
33,882
-1,138
118
$1.34M 0.3%
21,251
-713
119
$1.33M 0.3%
38,581
+5,588
120
$1.31M 0.29%
25,377
-1,955
121
$1.3M 0.29%
7,420
-144
122
$1.3M 0.29%
38,251
+19,700
123
$1.29M 0.29%
9,682
-325
124
$1.29M 0.29%
4,424
+457
125
$1.29M 0.29%
64,563
+16,317
3 4
5
6 7