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
$265M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$516K
2 +$207K
3 +$95.5K
4
CTSH icon
Cognizant
CTSH
+$71.7K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$43.4K

Top Sells

1 +$656K
2 +$627K
3 +$415K
4
HD icon
Home Depot
HD
+$330K
5
AAPL icon
Apple
AAPL
+$291K

Sector Composition

1 Healthcare 18.91%
2 Technology 16.56%
3 Financials 10.5%
4 Consumer Staples 9.01%
5 Consumer Discretionary 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$207K 0.08%
+1,380
77
-6,000