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
$441M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$845K
3
+$619K
4
AMZN icon
Amazon
AMZN
+$607K
5
BMY icon
Bristol-Myers Squibb
BMY
+$600K

Top Sells

1
+$3.56M
2
+$2.08M
3
+$1.29M
4
COST icon
Costco
COST
+$1.02M
5
META icon
Meta Platforms (Facebook)
META
+$936K

Sector Composition

1 Technology 23.49%
2 Healthcare 13.12%
3 Financials 11.72%
4 Consumer Discretionary 9.46%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.36M 1.44%
15,392
+969
27
$6.18M 1.4%
99,562
-2,967
28
$6.1M 1.38%
85,251
-49,776
29
$6.07M 1.38%
75,290
+5,402
30
$6.03M 1.37%
24,782
+1,635
31
$5.89M 1.34%
84,974
+8,657
32
$5.84M 1.32%
56,299
-1,306
33
$5.64M 1.28%
69,967
+7,252
34
$5.59M 1.27%
32,597
+1,812
35
$5.35M 1.21%
140,994
+6,199
36
$5.21M 1.18%
22,820
+1,699
37
$5.04M 1.14%
102,594
+687
38
$4.73M 1.07%
23,138
+1,650
39
$4.71M 1.07%
61,061
+4,801
40
$4.57M 1.04%
61,560
+379
41
$4.57M 1.04%
10,377
+518
42
$4.56M 1.03%
37,160
+101
43
$4.54M 1.03%
139,118
+1,785
44
$4.27M 0.97%
42,693
+1,861
45
$4.08M 0.93%
16,564
+678
46
$3.94M 0.89%
37,032
-4,383
47
$3.94M 0.89%
5,883
+118
48
$3.7M 0.84%
54,693
+5,151
49
$3.49M 0.79%
11,835
+920
50
$3.15M 0.72%
87,494
+5,300
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