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
$339M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.95M
3
+$712K
4
AMZN icon
Amazon
AMZN
+$349K
5
SSTI icon
SoundThinking
SSTI
+$223K

Top Sells

1
+$2.98M
2
+$526K
3
+$297K
4
CTSH icon
Cognizant
CTSH
+$250K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$240K

Sector Composition

1 Technology 16.58%
2 Healthcare 16.36%
3 Financials 12.8%
4 Consumer Discretionary 9.88%
5 Industrials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.39M 1.89%
79,134
-2,535
27
$6.36M 1.88%
46,378
-665
28
$6.33M 1.87%
60,895
-30
29
$5.93M 1.75%
109,882
+240
30
$5.9M 1.74%
30,741
+30
31
$5.8M 1.71%
123,690
+550
32
$5.19M 1.53%
68,114
+895
33
$5.1M 1.51%
30,139
+11,522
34
$5.07M 1.5%
50,638
-1,360
35
$5.02M 1.48%
85,280
-40
36
$4.87M 1.44%
77,726
+380
37
$4.5M 1.33%
19,024
-162
38
$3.75M 1.11%
77,549
-1,955
39
$3.73M 1.1%
85,685
+66,985
40
$3.67M 1.08%
23,951
41
$3.54M 1.05%
37,250
42
$3.34M 0.99%
16,629
-50
43
$3M 0.88%
12,720
+360
44
$2.99M 0.88%
37,709
-79
45
$2.85M 0.84%
26,052
+525
46
$2.54M 0.75%
9,000
-850
47
$2.41M 0.71%
37,679
-1,625
48
$1.5M 0.44%
10,728
-215
49
$1.39M 0.41%
21,750
-8,250
50
$1.14M 0.34%
7,153
-5
1
2
3