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
$426M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$1.65M
3
+$1.16M
4
MDT icon
Medtronic
MDT
+$466K
5
ADBE icon
Adobe
ADBE
+$77.3K

Top Sells

1
+$6.91M
2
+$5.87M
3
+$2.17M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.34M
5
AAPL icon
Apple
AAPL
+$1.32M

Sector Composition

1 Technology 21.72%
2 Financials 15.31%
3 Healthcare 12.77%
4 Communication Services 12.03%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$650K 0.15%
3,947
-1,716
52
$600K 0.14%
3,023
-980
53
$402K 0.09%
1,798
-460
54
$356K 0.08%
1,550
-500
55
$282K 0.07%
5,787
56
– –
-7,525
57
– –
-2,000
58
– –
-22,500
59
– –
-40,253
60
– –
-2,895
61
– –
-2,500
62
– –
-3,000
1 2
3