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
101
$399K 0.09%
+19,000
102
$396K 0.09%
5,668
-25,997
103
$393K 0.09%
15,310
104
$389K 0.09%
+8,500
105
$389K 0.09%
+6,700
106
$389K 0.09%
+1,154
107
$387K 0.09%
+2,000
108
$384K 0.09%
+6,949
109
$381K 0.09%
+3,341
110
$376K 0.09%
+3,000
111
$360K 0.08%
701
112
$358K 0.08%
+13,000
113
$358K 0.08%
+4,000
114
$352K 0.08%
+2,556
115
$346K 0.08%
+10,981
116
$345K 0.08%
5,450
117
$344K 0.08%
1,890
+25
118
$339K 0.08%
+2,205
119
$331K 0.08%
1,340
+200
120
$329K 0.08%
+7,200
121
$323K 0.08%
9,125
122
$316K 0.07%
+5,777
123
$306K 0.07%
11,353
124
$294K 0.07%
+4,949
125
$288K 0.07%
2,976
3 4
5
6 7