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
$420M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$43.7K
2
+$31.5K
3
+$29.9K
4
EL icon
Estee Lauder
EL
+$26.5K
5
KO icon
Coca-Cola
KO
+$26.4K

Top Sells

1
+$843K
2
+$454K
3
+$177K
4
JPM icon
JPMorgan Chase
JPM
+$138K
5
AAPL icon
Apple
AAPL
+$125K

Sector Composition

1 Technology 20.21%
2 Financials 16.1%
3 Healthcare 13.14%
4 Communication Services 11.65%
5 Consumer Discretionary 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.21M 1.72%
29,710
+85
27
$7.16M 1.71%
123,067
-260
28
$7.12M 1.7%
69,000
-40
29
$6.91M 1.65%
40,253
-1,030
30
$6.75M 1.61%
79,029
+165
31
$6.75M 1.61%
121,983
-170
32
$6.68M 1.59%
36,202
+103
33
$6.66M 1.59%
126,371
+501
34
$6.41M 1.53%
42,594
-48
35
$6.34M 1.51%
84,288
-270
36
$6.25M 1.49%
20,486
-15
37
$5.87M 1.4%
22,500
38
$5.33M 1.27%
398,920
+160
39
$5.07M 1.21%
12,567
+65
40
$4.94M 1.18%
65,312
+50
41
$4.67M 1.11%
9,814
+92
42
$4.5M 1.07%
18,819
+125
43
$4.22M 1.01%
15,015
-165
44
$3.78M 0.9%
19,868
-19
45
$3.29M 0.78%
14,898
-2,056
46
$3.11M 0.74%
12,187
-30
47
$3.08M 0.73%
16,980
+45
48
$2.86M 0.68%
7,210
49
$2.59M 0.62%
5,671
-2
50
$2.35M 0.56%
31,913
-1,126
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