EVM
Evelyn V. Moreno Portfolio holdings
AUM
$212M
This Quarter Return
+1.82%
1 Year Return
+31.13%
3 Year Return
+39.44%
5 Year Return
+122.36%
10 Year Return
+222.56%
AUM
$264M
AUM Growth
+$264M
(+2.1%)
Cap. Flow
+$1.68M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
31.12%
Holding
70
New
1
Increased
31
Reduced
12
Closed
3
Top Buys
| 1 |
US Bancorp
USB
|
$3.59M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.91M |
| 3 |
Biogen
BIIB
|
$2.57M |
| 4 |
Microsoft
MSFT
|
$1.53M |
| 5 |
Intel
INTC
|
$1.39M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$4.96M |
| 2 |
EMC
EMC CORPORATION
EMC
|
$3.48M |
| 3 |
Labcorp
LH
|
$2.23M |
| 4 |
State Street
STT
|
$2.1M |
| 5 |
Aflac
AFL
|
$1.3M |
Sector Composition
| 1 | Healthcare | 20.35% |
| 2 | Technology | 14.13% |
| 3 | Financials | 13.13% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Consumer Staples | 7.3% |
