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
$468M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.08M
3
+$829K
4
ISRG icon
Intuitive Surgical
ISRG
+$252K
5
PHM icon
Pultegroup
PHM
+$244K

Top Sells

1
+$1.88M
2
+$947K
3
+$869K
4
INTC icon
Intel
INTC
+$741K
5
AAPL icon
Apple
AAPL
+$681K

Sector Composition

1 Technology 25.62%
2 Healthcare 12.54%
3 Financials 11.58%
4 Consumer Discretionary 9.68%
5 Industrials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.65M 1.42%
75,530
+240
27
$6.51M 1.39%
60,730
-4,238
28
$6.33M 1.35%
15,614
+222
29
$6.05M 1.29%
83,385
-1,866
30
$5.94M 1.27%
71,708
+1,741
31
$5.93M 1.27%
37,682
-2,068
32
$5.92M 1.26%
142,410
+1,416
33
$5.88M 1.26%
97,614
-1,948
34
$5.75M 1.23%
33,106
+509
35
$5.48M 1.17%
104,520
+1,926
36
$5.08M 1.08%
10,563
+186
37
$5.02M 1.07%
23,319
+499
38
$4.77M 1.02%
74,559
-10,415
39
$4.72M 1.01%
24,363
+1,225
40
$4.51M 0.96%
60,847
-214
41
$4.27M 0.91%
38,658
+1,498
42
$4.23M 0.9%
36,682
-350
43
$4.23M 0.9%
6,119
+236
44
$3.93M 0.84%
43,963
+1,270
45
$3.91M 0.84%
116,957
-22,161
46
$3.68M 0.79%
11,835
47
$3.6M 0.77%
52,072
-9,488
48
$3.59M 0.77%
54,905
+212
49
$3.22M 0.69%
16,417
-147
50
$3.2M 0.68%
7,210
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