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
101
$442K 0.1%
8,500
102
$442K 0.1%
3,100
103
$437K 0.1%
2,556
104
$435K 0.1%
2,100
-271
105
$433K 0.1%
13,000
106
$426K 0.1%
10,824
+1,123
107
$409K 0.09%
3,200
108
$407K 0.09%
5,721
109
$394K 0.09%
8,350
110
$382K 0.09%
+1,735
111
$378K 0.09%
2,663
112
$372K 0.09%
701
113
$371K 0.09%
+1,550
114
$367K 0.08%
7,200
115
$357K 0.08%
7,146
+46
116
$354K 0.08%
1,056
-116
117
$353K 0.08%
+1,340
118
$352K 0.08%
4,033
-217
119
$352K 0.08%
2,132
+350
120
$347K 0.08%
+3,637
121
$345K 0.08%
10,800
122
$344K 0.08%
+1,015
123
$342K 0.08%
2,775
124
$339K 0.08%
2,330
-450
125
$339K 0.08%
6,491
3 4
5
6 7