Fund Universe

← Fund Universe

☆EFG Asset Management (Americas) Corp.

CIK 0001598340 · holdings for 2026Q1 (change vs 2025Q4) aum_below_min from universe
Quality Q
0.000
AUM ($M)
0
Positions
0
Turnover
0.00
Top-10 wt
0%
Herfindahl
0.000
History (qtrs)
5
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 0 positions · portfolio value $0M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
No holdings for this quarter.

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q1 0 0 0.00 0% 0.000 0.000 — out
2025Q4 0 0 0.50 0% 0.000 0.000 — left
2025Q3 579 146 0.11 29% 0.016 0.262 — in
2025Q2 542 135 0.16 30% 0.016 0.207 — entered
2025Q1 494 134 0.00 29% 0.015 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status