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
$429M
AUM Growth
-$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.19M
3
+$1.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M
5
COST icon
Costco
COST
+$1.02M

Top Sells

1
+$2.88M
2
+$2.56M
3
+$1.82M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.62M
5
AAPL icon
Apple
AAPL
+$1.09M

Sector Composition

1 Technology 23.09%
2 Healthcare 13.91%
3 Financials 13.27%
4 Communication Services 8.73%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.17M 1.44%
407,080
-36,520
27
$6.08M 1.42%
71,884
-34,018
28
$5.84M 1.36%
62,107
-6,676
29
$5.69M 1.33%
152,075
-4,491
30
$5.51M 1.29%
9,051
-593
31
$5.46M 1.27%
66,336
-7,908
32
$5.44M 1.27%
21,298
+1,851
33
$5.42M 1.26%
70,352
+66,565
34
$5.34M 1.25%
95,609
-6,732
35
$5.25M 1.23%
67,810
+606
36
$4.96M 1.16%
22,404
-433
37
$4.85M 1.13%
12,280
-1,026
38
$4.82M 1.13%
29,907
-925
39
$4.56M 1.06%
15,227
-1,469
40
$4.3M 1%
24,063
-1,377
41
$4.13M 0.96%
89,805
-5,302
42
$4.02M 0.94%
10,986
+511
43
$4.01M 0.94%
42,497
+4,740
44
$3.85M 0.9%
42,276
+7,500
45
$3.68M 0.86%
36,001
+11,789
46
$3.55M 0.83%
6,542
+1,434
47
$3.5M 0.82%
12,834
+4,004
48
$3.31M 0.77%
12,075
-1,442
49
$2.75M 0.64%
16,217
50
$2.72M 0.63%
7,210
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