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
126
$1.28M 0.29%
30,166
-1,013
127
$1.28M 0.29%
4,415
+451
128
$1.28M 0.29%
53,619
-1,799
129
$1.26M 0.28%
20,025
-10,013
130
$1.25M 0.28%
39,627
+6,924
131
$1.23M 0.28%
59,002
+23,018
132
$1.22M 0.27%
18,832
+2,283
133
$1.21M 0.27%
41,395
-18,270
134
$1.19M 0.27%
28,683
+5,206
135
$1.19M 0.27%
34,742
+7,316
136
$1.17M 0.26%
3,706
-72
137
$1.17M 0.26%
5,384
-105
138
$1.17M 0.26%
40,345
-1,355
139
$1.16M 0.26%
7,330
+907
140
$1.15M 0.26%
10,199
-1,414
141
$1.15M 0.26%
16,375
-551
142
$1.14M 0.26%
5,871
-197
143
$1.13M 0.25%
+12,713
144
$1.11M 0.25%
13,749
-562
145
$1.07M 0.24%
54,776
-1,838
146
$1.04M 0.23%
3,923
+1,643
147
$1.04M 0.23%
10,124
-197
148
$1.03M 0.23%
4,793
-161
149
$1.02M 0.23%
13,568
-51,553
150
$995K 0.22%
16,883
-567
4 5
6
7 8