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
$339M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.95M
3
+$712K
4
AMZN icon
Amazon
AMZN
+$349K
5
SSTI icon
SoundThinking
SSTI
+$223K

Top Sells

1
+$2.98M
2
+$526K
3
+$297K
4
CTSH icon
Cognizant
CTSH
+$250K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$240K

Sector Composition

1 Technology 16.58%
2 Healthcare 16.36%
3 Financials 12.8%
4 Consumer Discretionary 9.88%
5 Industrials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.3%
23,670
52
$741K 0.22%
7,140
-100
53
$712K 0.21%
+4,680
54
$605K 0.18%
4,215
-2,067
55
$561K 0.17%
3,185
56
$530K 0.16%
1,937
57
$460K 0.14%
2,649
-180
58
$431K 0.13%
7,407
59
$379K 0.11%
2,500
60
$332K 0.1%
7,800
61
$324K 0.1%
6,001
+350
62
$324K 0.1%
3,000
-1,000
63
$273K 0.08%
2,500
-1,000
64
$223K 0.07%
+5,787
65
$214K 0.06%
+3,000
1 2
3