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
$494M
AUM Growth
-$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.83M
3
+$1.59M
4
MSFT icon
Microsoft
MSFT
+$1.55M
5
COST icon
Costco
COST
+$1.52M

Top Sells

1
+$707K
2
+$542K
3
+$520K
4
TJX icon
TJX Companies
TJX
+$307K
5
KO icon
Coca-Cola
KO
+$282K

Sector Composition

1 Technology 24.92%
2 Financials 14%
3 Healthcare 12.51%
4 Communication Services 9.43%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$229K 0.05%
+1,706
102
$219K 0.04%
+1,991
103
$211K 0.04%
+4,118
104
$202K 0.04%
+5,400
105
$81K 0.02%
+19,307
106
$73K 0.01%
+11,577
107
$67K 0.01%
+11,738
108
$62K 0.01%
+12,224
109
$61K 0.01%
+11,148
1 2 3 4
5