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
$254M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$1.36M
3
+$792K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$306K
5
EW icon
Edwards Lifesciences
EW
+$297K

Top Sells

1
+$451K
2
+$240K
3
+$204K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$175K
5
GM icon
General Motors
GM
+$114K

Sector Composition

1 Healthcare 18.62%
2 Technology 14.75%
3 Financials 9.99%
4 Consumer Staples 9.54%
5 Energy 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$225K 0.09%
9,000
-4,086
77
$217K 0.09%
2,008
78
$203K 0.08%
3,768
1 2 3
4