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
$468M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.08M
3
+$829K
4
ISRG icon
Intuitive Surgical
ISRG
+$252K
5
PHM icon
Pultegroup
PHM
+$244K

Top Sells

1
+$1.88M
2
+$947K
3
+$869K
4
INTC icon
Intel
INTC
+$741K
5
AAPL icon
Apple
AAPL
+$681K

Sector Composition

1 Technology 25.62%
2 Healthcare 12.54%
3 Financials 11.58%
4 Consumer Discretionary 9.68%
5 Industrials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$459K 0.1%
15,310
77
$450K 0.1%
7,582
78
$429K 0.09%
3,186
79
$429K 0.09%
9,404
80
$424K 0.09%
6,491
81
$380K 0.08%
11,353
82
$371K 0.08%
1,485
-50
83
$362K 0.08%
2,663
84
$343K 0.07%
5,141
85
$337K 0.07%
701
86
$336K 0.07%
87,744
87
$332K 0.07%
3,668
88
$319K 0.07%
2,621
89
$313K 0.07%
7,243
90
$307K 0.07%
4,039
91
$307K 0.07%
1,011
92
$306K 0.07%
2,525
93
$284K 0.06%
2,976
94
$283K 0.06%
1,961
95
$282K 0.06%
2,845
-150
96
$279K 0.06%
5,395
-1,250
97
$278K 0.06%
1,535
98
$275K 0.06%
1,989
99
$272K 0.06%
3,350
100
$270K 0.06%
5,402
2 3
4
5 6