EVM

Evelyn V. Moreno Portfolio holdings

AUM $212M
1-Year Est. Return 31.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$259K
2
+$172K
3
+$132K
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$85.1K
5
KO icon
Coca-Cola
KO
+$73K

Top Sells

1
+$2.38M
2
+$651K
3
+$464K
4
SYY icon
Sysco
SYY
+$439K
5
MMM icon
3M
MMM
+$231K

Sector Composition

1 Healthcare 19.13%
2 Technology 16.72%
3 Financials 10.95%
4 Consumer Staples 8.8%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,380
1 2 3
4