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
$327M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$319K
2
+$118K
3
+$102K
4
BKNG icon
Booking.com
BKNG
+$99.9K
5
LOW icon
Lowe's Companies
LOW
+$80.3K

Top Sells

1
+$467K
2
+$467K
3
+$427K
4
ROK icon
Rockwell Automation
ROK
+$367K
5
AAPL icon
Apple
AAPL
+$252K

Sector Composition

1 Technology 17.84%
2 Healthcare 16.53%
3 Financials 14.56%
4 Consumer Discretionary 9.53%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.16M 1.89%
180,320
+1,270
27
$5.99M 1.83%
116,100
+460
28
$5.83M 1.79%
90,055
+400
29
$5.74M 1.76%
92,281
+600
30
$5.56M 1.7%
47,777
+80
31
$5.54M 1.7%
115,939
+1,450
32
$5.5M 1.68%
34,618
33
$5.35M 1.64%
19,530
+210
34
$5.15M 1.58%
80,705
+55
35
$4.9M 1.5%
114,235
+525
36
$4.74M 1.45%
65,500
+200
37
$4.64M 1.42%
58,542
+535
38
$4.17M 1.28%
80,520
-2,100
39
$3.89M 1.19%
53,620
+4,395
40
$3.65M 1.12%
24,071
+85
41
$3.42M 1.05%
17,130
-400
42
$3.37M 1.03%
15,247
+535
43
$3.23M 0.99%
37,250
44
$2.75M 0.84%
10,458
45
$2.36M 0.72%
26,867
+915
46
$2.06M 0.63%
42,142
-388
47
$2.04M 0.62%
39,270
+315
48
$1.86M 0.57%
28,390
-120
49
$1.24M 0.38%
25,770
+700
50
$1.12M 0.34%
24,000
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