EAM

Evanson Asset Management Portfolio holdings

AUM $1.77B
1-Year Est. Return 19.15%
This Quarter Est. Return
1 Year Est. Return
+19.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Sector Composition

1 Energy 9.57%
2 Technology 6.43%
3 Communication Services 6.35%
4 Industrials 3.59%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,991
177
-1,243
178
-2,193
179
-3,509
180
-248,809