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
$432M
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.9M
3
+$9.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.22M
5
JPM icon
JPMorgan Chase
JPM
+$4.84M

Top Sells

1
+$1.5M
2
+$1M
3
+$259K
4
SBNY
Signature Bank
SBNY
+$215K
5
ABT icon
Abbott
ABT
+$209K

Sector Composition

1 Technology 19.46%
2 Healthcare 14.34%
3 Financials 13.54%
4 Industrials 8.77%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.89M 1.36%
44,400
+23,322
27
$5.77M 1.33%
30,785
+18,575
28
$5.7M 1.32%
61,181
+29,587
29
$5.59M 1.29%
382,210
+176,890
30
$5.49M 1.27%
76,317
+37,116
31
$5.43M 1.26%
23,147
+12,188
32
$5.43M 1.26%
69,888
+36,423
33
$5.24M 1.21%
21,121
+10,145
34
$5.08M 1.18%
57,605
+22,105
35
$4.87M 1.13%
62,715
+29,927
36
$4.82M 1.11%
101,907
+46,608
37
$4.71M 1.09%
134,795
+53,673
38
$4.7M 1.09%
56,260
+29,708
39
$4.59M 1.06%
41,415
+13,471
40
$4.55M 1.05%
21,488
+10,370
41
$4.49M 1.04%
64,410
+33,090
42
$4.34M 1%
37,059
+16,435
43
$4.26M 0.99%
9,859
+5,035
44
$4.09M 0.94%
5,765
+2,945
45
$3.94M 0.91%
15,886
+8,651
46
$3.94M 0.91%
12,759
+3,850
47
$3.63M 0.84%
137,333
+60,759
48
$3.58M 0.83%
82,194
+41,801
49
$3.55M 0.82%
40,832
+17,702
50
$3.49M 0.81%
49,542
+23,128
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