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
$420M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$43.7K
2
+$31.5K
3
+$29.9K
4
EL icon
Estee Lauder
EL
+$26.5K
5
KO icon
Coca-Cola
KO
+$26.4K

Top Sells

1
+$843K
2
+$454K
3
+$177K
4
JPM icon
JPMorgan Chase
JPM
+$138K
5
AAPL icon
Apple
AAPL
+$125K

Sector Composition

1 Technology 20.21%
2 Financials 16.1%
3 Healthcare 13.14%
4 Communication Services 11.65%
5 Consumer Discretionary 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.29%
23,070
52
$931K 0.22%
5,663
-25
53
$800K 0.19%
2,895
54
$754K 0.18%
4,003
55
$629K 0.15%
7,525
56
$500K 0.12%
2,258
-2
57
$383K 0.09%
2,050
58
$354K 0.08%
2,500
59
$316K 0.08%
2,000
60
$262K 0.06%
3,000
61
$203K 0.05%
5,787
1 2
3