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
$468M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.08M
3
+$829K
4
ISRG icon
Intuitive Surgical
ISRG
+$252K
5
PHM icon
Pultegroup
PHM
+$244K

Top Sells

1
+$1.88M
2
+$947K
3
+$869K
4
INTC icon
Intel
INTC
+$741K
5
AAPL icon
Apple
AAPL
+$681K

Sector Composition

1 Technology 25.62%
2 Healthcare 12.54%
3 Financials 11.58%
4 Consumer Discretionary 9.68%
5 Industrials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.06M 0.65%
92,759
+5,265
52
$2.89M 0.62%
8,485
-85
53
$2.77M 0.59%
12,283
-712
54
$2.48M 0.53%
13,248
55
$1.65M 0.35%
3,058
56
$1.63M 0.35%
9,825
+5,010
57
$1.62M 0.35%
2,050
58
$1.55M 0.33%
3
59
$1.34M 0.29%
11,261
-212
60
$1.17M 0.25%
+8,116
61
$1.08M 0.23%
+4,792
62
$997K 0.21%
3,473
-50
63
$911K 0.19%
23,020
64
$875K 0.19%
5,081
65
$826K 0.18%
1,761
-300
66
$747K 0.16%
2,855
67
$673K 0.14%
3,880
-250
68
$646K 0.14%
7,978
-1,000
69
$619K 0.13%
854
70
$554K 0.12%
2,520
-610
71
$518K 0.11%
1,068
72
$515K 0.11%
4,445
73
$499K 0.11%
1,665
-530
74
$479K 0.1%
1,075
75
$470K 0.1%
4,310
-1,293
1 2
3
4 5