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
$432M
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.9M
3
+$9.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.22M
5
JPM icon
JPMorgan Chase
JPM
+$4.84M

Top Sells

1
+$1.5M
2
+$1M
3
+$259K
4
SBNY
Signature Bank
SBNY
+$215K
5
ABT icon
Abbott
ABT
+$209K

Sector Composition

1 Technology 19.46%
2 Healthcare 14.34%
3 Financials 13.54%
4 Industrials 8.77%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.45M 0.8%
10,915
+7,202
52
$2.76M 0.64%
+7,210
53
$2.61M 0.6%
13,112
+4,882
54
$2.35M 0.54%
6,125
+5,050
55
$2.34M 0.54%
5
56
$2.33M 0.54%
5,103
+425
57
$2.31M 0.53%
+13,248
58
$1.72M 0.4%
21,033
+2,412
59
$1.22M 0.28%
8,342
60
$1.17M 0.27%
10,663
-1,907
61
$1.14M 0.26%
2,050
62
$1.06M 0.24%
5,976
+3,009
63
$1.04M 0.24%
5,853
+250
64
$969K 0.22%
2,569
65
$963K 0.22%
5,961
-175
66
$956K 0.22%
7,940
-8,316
67
$879K 0.2%
3,680
+2,040
68
$871K 0.2%
2,381
+1,050
69
$841K 0.19%
17,645
+1,463
70
$775K 0.18%
7,579
-396
71
$755K 0.17%
6,400
72
$751K 0.17%
2,302
+220
73
$730K 0.17%
2,964
74
$728K 0.17%
10,615
+17
75
$677K 0.16%
+2,195
1 2
3
4 5