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
$429M
AUM Growth
-$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.19M
3
+$1.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M
5
COST icon
Costco
COST
+$1.02M

Top Sells

1
+$2.88M
2
+$2.56M
3
+$1.82M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.62M
5
AAPL icon
Apple
AAPL
+$1.09M

Sector Composition

1 Technology 23.09%
2 Healthcare 13.91%
3 Financials 13.27%
4 Communication Services 8.73%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.49M 0.58%
5,202
+2,119
52
$2.22M 0.52%
12,703
-454
53
$2.04M 0.48%
5
+2
54
$1.5M 0.35%
13,840
+9,280
55
$1.47M 0.34%
21,033
+9,960
56
$1.43M 0.33%
8,335
+3,254
57
$1.06M 0.25%
5,971
+1,225
58
$1.02M 0.24%
6,686
+4,100
59
$1.02M 0.24%
5,853
+1,723
60
$938K 0.22%
7,975
+3,530
61
$932K 0.22%
2,050
62
$836K 0.2%
3,980
+1,094
63
$835K 0.19%
30,756
+21,352
64
$819K 0.19%
2,566
+1,498
65
$772K 0.18%
2,381
+220
66
$744K 0.17%
17,460
+12,815
67
$735K 0.17%
+10,521
68
$726K 0.17%
2,958
+1,654
69
$722K 0.17%
+4,426
70
$713K 0.17%
17,770
-5,250
71
$661K 0.15%
+2,298
72
$635K 0.15%
+7,000
73
$623K 0.15%
2,775
74
$603K 0.14%
+1,249
75
$596K 0.14%
+5,123
1 2
3
4 5