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
176
– –
-35,316
177
– –
-33,080
178
– –
-94,923
179
– –
-12,346
180
– –
-33,648
4 5 6 7
8