EAM

EFG Asset Management Portfolio holdings

AUM $773M
1-Year Est. Return 40.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$433M
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.56M
3
+$3.47M
4
RBLX icon
Roblox
RBLX
+$3.47M
5
CSGP icon
CoStar Group
CSGP
+$3.02M

Top Sells

1
+$5.72M
2
+$5.35M
3
+$5.14M
4
EXPD icon
Expeditors International
EXPD
+$5.05M
5
CMG icon
Chipotle Mexican Grill
CMG
+$4.69M

Sector Composition

1 Healthcare 44.77%
2 Technology 19.98%
3 Consumer Discretionary 12.92%
4 Industrials 6.01%
5 Financials 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
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