EA

Evanston Advisors Portfolio holdings

AUM $368M
1-Year Est. Return 7.84%
This Quarter Est. Return
1 Year Est. Return
-7.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.95%
2 Healthcare 10.67%
3 Financials 9.55%
4 Industrials 8.96%
5 Energy 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$620K 0.28%
+24,663
52
$337K 0.15%
+2
53
$248K 0.11%
+6,174
54
$242K 0.11%
+6,700