EVM

Evelyn V. Moreno Portfolio holdings

AUM $212M
1-Year Est. Return 31.13%
This Quarter Est. Return
1 Year Est. Return
+31.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$611K
2
+$604K
3
+$336K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$304K
5
WFC icon
Wells Fargo
WFC
+$271K

Top Sells

1
+$568K
2
+$363K
3
+$283K
4
ESRX
Express Scripts Holding Company
ESRX
+$243K
5
CMCSA icon
Comcast
CMCSA
+$225K

Sector Composition

1 Healthcare 18.23%
2 Technology 15.07%
3 Energy 10.09%
4 Financials 9.72%
5 Consumer Staples 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.17M 1.57%
32,965
-210
27
$4.17M 1.56%
35,022
-189
28
$4.15M 1.56%
60,895
+1,315
29
$4.12M 1.55%
43,750
+1,830
30
$4.09M 1.54%
77,820
-180
31
$4.01M 1.51%
161,455
+7,320
32
$4M 1.5%
151,912
+1,980
33
$3.96M 1.49%
50,342
+1,755
34
$3.94M 1.48%
148,390
+22,740
35
$3.81M 1.43%
180,906
-250
36
$3.77M 1.42%
65,059
+305
37
$3.69M 1.39%
43,735
+2,295
38
$3.59M 1.35%
28,489
+3
39
$3.52M 1.32%
43,517
+3,050
40
$3.52M 1.32%
61,105
+3,260
41
$3.49M 1.31%
83,808
-1,031
42
$3.49M 1.31%
93,143
+1,035
43
$3.42M 1.29%
65,145
+5,160
44
$3.39M 1.27%
76,738
+5,080
45
$3.38M 1.27%
108,628
+5,610
46
$3.3M 1.24%
16,877
+15
47
$3.23M 1.21%
72,950
+4,549
48
$3.19M 1.2%
77,898
+4,590
49
$3.09M 1.16%
55,062
-100
50
$2.65M 1%
39,423
-150
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2
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