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
126
$282K 0.07%
2,663
127
$276K 0.06%
+3,107
128
$275K 0.06%
6,002
+300
129
$273K 0.06%
6,491
130
$259K 0.06%
+4,938
131
$257K 0.06%
3,350
132
$254K 0.06%
+1,418
133
$253K 0.06%
+6,064
134
$249K 0.06%
5,255
135
$242K 0.06%
1,535
136
$241K 0.06%
4,039
137
$237K 0.06%
+1,060
138
$235K 0.05%
7,509
139
$232K 0.05%
3,250
140
$230K 0.05%
+656
141
$229K 0.05%
2,995
142
$226K 0.05%
4,597
143
$226K 0.05%
344
144
$224K 0.05%
+4,600
145
$223K 0.05%
+1,576
146
$220K 0.05%
+2,406
147
$220K 0.05%
1,956
+250
148
$220K 0.05%
3,146
149
$219K 0.05%
11,685
150
$210K 0.05%
+5,550
3 4 5
6
7