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
$426M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$1.65M
3
+$1.16M
4
MDT icon
Medtronic
MDT
+$466K
5
ADBE icon
Adobe
ADBE
+$77.3K

Top Sells

1
+$6.91M
2
+$5.87M
3
+$2.17M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.34M
5
AAPL icon
Apple
AAPL
+$1.32M

Sector Composition

1 Technology 21.72%
2 Financials 15.31%
3 Healthcare 12.77%
4 Communication Services 12.03%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.83M 1.84%
189,972
-14,458
27
$7.64M 1.79%
64,343
-2,221
28
$7.63M 1.79%
26,192
-3,518
29
$7.63M 1.79%
+8,717
30
$7.6M 1.78%
51,285
+180
31
$7.26M 1.7%
59,460
-9,540
32
$6.59M 1.55%
117,615
-5,452
33
$6.56M 1.54%
121,288
-5,083
34
$6.49M 1.52%
20,336
-150
35
$6.3M 1.48%
42,081
-513
36
$6.06M 1.42%
34,497
-1,705
37
$5.82M 1.37%
9,946
+132
38
$5.75M 1.35%
12,234
-333
39
$4.86M 1.14%
18,008
-811
40
$4.78M 1.12%
83,841
-38,142
41
$4.58M 1.07%
62,463
-2,849
42
$4.01M 0.94%
13,938
-1,077
43
$3.56M 0.84%
18,357
-1,511
44
$3.4M 0.8%
14,823
-75
45
$3.26M 0.76%
11,722
-465
46
$3.13M 0.73%
16,605
-375
47
$3.09M 0.72%
7,210
48
$2.46M 0.58%
4,883
-788
49
$2.38M 0.56%
30,626
-1,287
50
$1.27M 0.3%
23,020
-50
1
2
3