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
$432M
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.9M
3
+$9.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.22M
5
JPM icon
JPMorgan Chase
JPM
+$4.84M

Top Sells

1
+$1.5M
2
+$1M
3
+$259K
4
SBNY
Signature Bank
SBNY
+$215K
5
ABT icon
Abbott
ABT
+$209K

Sector Composition

1 Technology 19.46%
2 Healthcare 14.34%
3 Financials 13.54%
4 Industrials 8.77%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$673K 0.16%
17,770
+2,020
77
$667K 0.15%
21,900
78
$637K 0.15%
10,355
79
$632K 0.15%
3,350
80
$624K 0.14%
6,411
81
$613K 0.14%
4,725
82
$608K 0.14%
8,978
+1,000
83
$596K 0.14%
1,800
84
$575K 0.13%
5,985
+650
85
$565K 0.13%
13,440
86
$564K 0.13%
1,099
87
$550K 0.13%
6,404
-1,100
88
$549K 0.13%
5,500
-1,000
89
$546K 0.13%
19,000
90
$538K 0.12%
15,310
91
$537K 0.12%
3,586
92
$488K 0.11%
6,941
+41
93
$485K 0.11%
2,000
94
$481K 0.11%
16,274
95
$478K 0.11%
1,820
-94
96
$477K 0.11%
7,000
97
$472K 0.11%
1,375
98
$467K 0.11%
854
99
$466K 0.11%
5,011
100
$442K 0.1%
7,582
2 3
4
5 6