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
$331M
AUM Growth
-$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.91M
3
+$256K
4
MMM icon
3M
MMM
+$212K
5
DIS icon
Walt Disney
DIS
+$205K

Top Sells

1
+$3.64M
2
+$3.42M
3
+$2.09M
4
AAPL icon
Apple
AAPL
+$2.04M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.51M

Sector Composition

1 Healthcare 16.75%
2 Technology 16.69%
3 Financials 14.71%
4 Consumer Discretionary 8.6%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.31M 1.91%
76,719
-5,500
27
$6.2M 1.88%
76,784
-4,288
28
$6.15M 1.86%
19,320
-1,145
29
$6.06M 1.83%
114,489
-6,084
30
$6.05M 1.83%
115,640
-5,760
31
$6.04M 1.83%
89,655
-4,095
32
$5.68M 1.72%
34,618
-2,160
33
$5.38M 1.63%
80,650
-4,275
34
$5.33M 1.61%
58,007
-2,945
35
$4.88M 1.48%
47,697
-893
36
$4.36M 1.32%
113,710
-836
37
$4.35M 1.32%
82,620
-4,720
38
$3.82M 1.16%
65,300
+59,100
39
$3.66M 1.11%
23,986
40
$3.48M 1.05%
17,530
-506
41
$3.47M 1.05%
49,225
+41,175
42
$2.99M 0.91%
14,712
+1,256
43
$2.79M 0.84%
10,458
-3,447
44
$2.57M 0.78%
37,250
45
$2.41M 0.73%
25,952
-1,125
46
$2.09M 0.63%
38,955
47
$1.95M 0.59%
28,510
-950
48
$1.94M 0.59%
42,530
-3,628
49
$1.23M 0.37%
10,463
-7,400
50
$1.18M 0.36%
25,070
-60
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