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E
Evansbrook Portfolio holdings
AUM
$150M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$149M
AUM Growth
–
Holding
113
Top Buys
| 1 | +$39.5M | |
| 2 | +$14.4M | |
| 3 | +$6.98M | |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$3.13M |
| 5 |
Microsoft
MSFT
|
+$3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.91% |
| 2 | Financials | 8.73% |
| 3 | Consumer Discretionary | 5.74% |
| 4 | Healthcare | 4.93% |
| 5 | Communication Services | 4.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
ServiceNow
NOW
$106B
| $260K | 0.17% |
+1,695
|
|
||
102
Kinder Morgan
KMI
$69.8B
| $256K | 0.17% |
+9,325
|
|
||
103
Vanguard Dividend Appreciation ETF
VIG
$108B
| $251K | 0.17% |
+1,140
|
|
||
104
Merck
MRK
$298B
| $243K | 0.16% |
+2,309
|
|
||
105
Uber
UBER
$142B
| $234K | 0.16% |
+2,858
|
|
||
106
Verizon
VZ
$196B
| $228K | 0.15% |
+5,607
|
|
||
107
Emerson Electric
EMR
$79.6B
| $218K | 0.15% |
+1,646
|
|
||
108
Thermo Fisher Scientific
TMO
$177B
| $215K | 0.14% |
+371
|
|
||
109
Vanguard Growth ETF
VUG
$220B
| $213K | 0.14% |
+2,622
|
|
||
110
Vanguard Mega Cap Growth ETF
MGK
$33B
| $209K | 0.14% |
+2,530
|
|
||
111
Palo Alto Networks
PANW
$228B
| $209K | 0.14% |
+1,132
|
|
||
112
Paychex
PAYX
$35.6B
| $149K | 0.1% |
+1,330
|
|
||
113
Archer Aviation
ACHR
$4.04B
| $114K | 0.08% |
+15,095
|
|