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
$458M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$8.8M
2 +$8.63M
3 +$8.63M
4
CDW icon
CDW
CDW
+$8.59M
5
PCAR icon
PACCAR
PCAR
+$8.35M

Top Sells

1 +$9.22M
2 +$8.11M
3 +$8.08M
4
GLW icon
Corning
GLW
+$7.94M
5
UTHR icon
United Therapeutics
UTHR
+$7.72M

Sector Composition

1 Technology 12.83%
2 Healthcare 10.73%
3 Financials 8.72%
4 Industrials 7.68%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GLW icon
76
Corning
GLW
$71.6B
-288,509
UTHR icon
77
United Therapeutics
UTHR
$20.7B
-68,193
WW
78
DELISTED
WW International
WW
-2,000
MDR
79
DELISTED
McDermott International
MDR
-412,589
CRUS icon
80
Cirrus Logic
CRUS
$6.23B
-21,000