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
101
$252K 0.05%
2,392
102
$252K 0.05%
+737
103
$248K 0.05%
7,509
104
$247K 0.05%
5,255
105
$244K 0.05%
+3,140
106
$244K 0.05%
3,000
107
$242K 0.05%
3,326
-920
108
$240K 0.05%
954
109
$237K 0.05%
+3,690
110
$234K 0.05%
7,453
111
$233K 0.05%
+1,991
112
$228K 0.05%
765
-475
113
$228K 0.05%
2,825
114
$227K 0.05%
3,270
115
$224K 0.05%
+5,080
116
$221K 0.05%
1,304
117
$217K 0.05%
+773
118
$210K 0.04%
419
119
$208K 0.04%
11,685
120
$139K 0.03%
+14,695
121
$127K 0.03%
13,869
122
$102K 0.02%
25,370
+7,366
123
$90.1K 0.02%
11,738
124
$59.3K 0.01%
11,691
125
$46.4K 0.01%
11,148
2 3 4
5
6