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
$266M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$611K
2
+$604K
3
+$336K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$304K
5
WFC icon
Wells Fargo
WFC
+$271K

Top Sells

1
+$568K
2
+$363K
3
+$283K
4
ESRX
Express Scripts Holding Company
ESRX
+$243K
5
CMCSA icon
Comcast
CMCSA
+$225K

Sector Composition

1 Healthcare 18.23%
2 Technology 15.07%
3 Energy 10.09%
4 Financials 9.72%
5 Consumer Staples 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-9,000
77
– –
-2,008
78
– –
-3,768
79
– –
-3,169
1 2 3
4