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
$429M
AUM Growth
-$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.19M
3
+$1.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M
5
COST icon
Costco
COST
+$1.02M

Top Sells

1
+$2.88M
2
+$2.56M
3
+$1.82M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.62M
5
AAPL icon
Apple
AAPL
+$1.09M

Sector Composition

1 Technology 23.09%
2 Healthcare 13.91%
3 Financials 13.27%
4 Communication Services 8.73%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$587K 0.14%
+6,860
77
$575K 0.13%
+6,400
78
$571K 0.13%
+10,355
79
$559K 0.13%
+2,621
80
$542K 0.13%
5,961
+4,000
81
$538K 0.13%
+1,920
82
$537K 0.13%
+12,590
83
$537K 0.13%
+10,591
84
$535K 0.12%
2,225
+85
85
$534K 0.12%
+8,949
86
$528K 0.12%
+3,650
87
$513K 0.12%
+2,110
88
$500K 0.12%
8,978
+500
89
$495K 0.12%
+8,004
90
$470K 0.11%
+16,274
91
$457K 0.11%
+4,386
92
$449K 0.1%
+11,000
93
$440K 0.1%
+3,200
94
$426K 0.1%
+3,586
95
$424K 0.1%
+5,335
96
$422K 0.1%
+1,420
97
$419K 0.1%
+10,350
98
$408K 0.1%
+1,075
99
$406K 0.09%
854
100
$405K 0.09%
+2,050
2 3
4
5 6