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
$370M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.89M
3
+$243K
4
TMO icon
Thermo Fisher Scientific
TMO
+$228K
5
KO icon
Coca-Cola
KO
+$140K

Top Sells

1
+$1.93M
2
+$1.77M
3
+$1.41M
4
HD icon
Home Depot
HD
+$1.07M
5
LOW icon
Lowe's Companies
LOW
+$1.07M

Sector Composition

1 Technology 22.4%
2 Healthcare 14.05%
3 Financials 12.88%
4 Communication Services 10.75%
5 Consumer Discretionary 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.61M 1.79%
66,040
-565
27
$6.4M 1.73%
129,660
+2,840
28
$5.87M 1.59%
26,888
-530
29
$5.7M 1.54%
20,531
-3,868
30
$5.45M 1.47%
42,483
-246
31
$5.32M 1.44%
22,500
-7,500
32
$5.14M 1.39%
17,244
-3,541
33
$5.05M 1.37%
86,538
+605
34
$4.89M 1.32%
66,720
-4,020
35
$4.88M 1.32%
45,107
+80
36
$4.7M 1.27%
131,198
-18,880
37
$4.67M 1.26%
193,730
+3,050
38
$4.15M 1.12%
59,840
+1,356
39
$4.06M 1.1%
+8,287
40
$3.94M 1.07%
16,289
+405
41
$3.92M 1.06%
31,606
+1,959
42
$3.89M 1.05%
+9,849
43
$3.58M 0.97%
21,585
-6,440
44
$2.97M 0.8%
13,942
-1,378
45
$2.94M 0.8%
21,235
+335
46
$2.79M 0.76%
35,303
-52
47
$2.79M 0.76%
18,649
-4,532
48
$2.48M 0.67%
5,607
+516
49
$2.42M 0.65%
7,210
-40
50
$1.43M 0.39%
47,600
1
2
3