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
$264M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.91M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.53M
5
INTC icon
Intel
INTC
+$1.39M

Top Sells

1
+$4.96M
2
+$3.48M
3
+$2.23M
4
STT icon
State Street
STT
+$2.1M
5
AFL icon
Aflac
AFL
+$1.3M

Sector Composition

1 Healthcare 20.35%
2 Technology 14.13%
3 Financials 13.13%
4 Consumer Discretionary 8.12%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.88M 1.85%
46,110
+25
27
$4.8M 1.82%
37,619
-140
28
$4.7M 1.78%
75,642
29
$4.6M 1.74%
71,216
+239
30
$4.54M 1.72%
61,960
31
$4.5M 1.71%
34,260
32
$4.25M 1.61%
148,225
-500
33
$4.2M 1.59%
27,836
34
$4.16M 1.58%
49,180
+950
35
$4.16M 1.58%
28,697
36
$4.11M 1.56%
100,352
37
$4.1M 1.56%
74,280
38
$4.09M 1.55%
101,530
+89,105
39
$3.62M 1.37%
104,560
+2,520
40
$3.2M 1.21%
84,030
+290
41
$3.16M 1.2%
80,280
+500
42
$2.9M 1.1%
11,995
+10,615
43
$2.75M 1.04%
23,886
+5,700
44
$2.74M 1.04%
24,461
-19,961
45
$2.69M 1.02%
76,640
46
$2.52M 0.96%
69,155
-25
47
$2.27M 0.86%
63,016
-36,110
48
$2.23M 0.85%
24,326
-50
49
$2.19M 0.83%
39,746
50
$1.9M 0.72%
23,998
+1,720
1
2
3