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
$329M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.45M
3
+$3.24M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.83M
5
AAPL icon
Apple
AAPL
+$1.61M

Top Sells

1
+$3.61M
2
+$1.21M
3
+$1.02M
4
ESRX
Express Scripts Holding Company
ESRX
+$665K
5
AFL icon
Aflac
AFL
+$440K

Sector Composition

1 Healthcare 17.1%
2 Technology 16.16%
3 Financials 13.27%
4 Consumer Discretionary 8.93%
5 Industrials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.2M 1.89%
42,220
+5,585
27
$6.17M 1.88%
51,155
+6,660
28
$6.09M 1.85%
89,305
+9,545
29
$5.68M 1.73%
116,481
+11,875
30
$5.6M 1.7%
20,470
+2,550
31
$5.49M 1.67%
61,092
+8,334
32
$5.42M 1.65%
160,350
+17,770
33
$5.07M 1.54%
122,240
+15,840
34
$5M 1.52%
36,948
+5,520
35
$4.56M 1.39%
31,924
+4,297
36
$4.54M 1.38%
86,165
+8,950
37
$4.46M 1.36%
18,905
-7
38
$4.28M 1.3%
91,875
+5,970
39
$3.87M 1.18%
+46,880
40
$3.77M 1.15%
79,810
+73,075
41
$3.73M 1.13%
87,880
+11,840
42
$3.53M 1.07%
21,152
-6,110
43
$3.28M 1%
23,886
44
$3.1M 0.94%
30,268
+6,575
45
$3.06M 0.93%
71,030
+2,375
46
$2.46M 0.75%
41,745
+7,100
47
$2.41M 0.73%
39,820
+1,179
48
$2.24M 0.68%
27,202
+2,800
49
$1.79M 0.55%
47,261
+6,404
50
$1.69M 0.51%
30,250
+5,400
1
2
3