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
$261M
AUM Growth
-$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$464K
3
+$394K
4
TGT icon
Target
TGT
+$297K
5
JPM icon
JPMorgan Chase
JPM
+$275K

Top Sells

1
+$1.94M
2
+$611K
3
+$529K
4
GLW icon
Corning
GLW
+$372K
5
INTC icon
Intel
INTC
+$358K

Sector Composition

1 Healthcare 17.99%
2 Technology 15.46%
3 Financials 10.04%
4 Consumer Staples 9.88%
5 Energy 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.31M 1.65%
64,799
-135
27
$4.25M 1.63%
178,141
-2,765
28
$4.17M 1.6%
34,622
-400
29
$4.12M 1.58%
43,850
+100
30
$4.1M 1.58%
91,670
-365
31
$4.04M 1.55%
160,531
-924
32
$3.99M 1.53%
61,165
+270
33
$3.99M 1.53%
104,215
+255
34
$3.96M 1.52%
65,670
+4,565
35
$3.92M 1.51%
77,770
-50
36
$3.9M 1.5%
51,195
+125
37
$3.9M 1.5%
42,465
-1,052
38
$3.77M 1.45%
81,328
-2,480
39
$3.72M 1.43%
18,877
+2,000
40
$3.55M 1.36%
183,475
-19,245
41
$3.53M 1.36%
93,113
-30
42
$3.49M 1.34%
44,460
+725
43
$3.46M 1.33%
28,164
-325
44
$3.33M 1.28%
82,113
+5,375
45
$3.29M 1.26%
63,420
-1,725
46
$3.2M 1.23%
76,986
-912
47
$3.17M 1.22%
108,716
+88
48
$3.03M 1.16%
72,035
-915
49
$2.89M 1.11%
39,213
-210
50
$2.85M 1.09%
54,706
-356
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