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
126
$337K 0.08%
4,000
127
$331K 0.08%
5,777
128
$329K 0.08%
+87,744
129
$315K 0.07%
11,353
130
$310K 0.07%
9,125
131
$302K 0.07%
+6,002
132
$297K 0.07%
2,995
+150
133
$297K 0.07%
4,039
134
$295K 0.07%
+7,509
135
$285K 0.07%
+4,000
136
$283K 0.07%
+7,243
137
$280K 0.06%
2,976
138
$268K 0.06%
5,232
+375
139
$268K 0.06%
1,535
140
$268K 0.06%
3,350
141
$262K 0.06%
+3,000
142
$258K 0.06%
3,843
-1,349
143
$257K 0.06%
+3,326
144
$256K 0.06%
773
145
$252K 0.06%
11,685
146
$251K 0.06%
+1,784
147
$243K 0.06%
+1,011
148
$235K 0.05%
3,146
149
$234K 0.05%
5,255
150
$234K 0.05%
+2,621
3 4 5
6
7