EVM
Evelyn V. Moreno Portfolio holdings
AUM
$212M
1-Year Est. Return
31.13%
This Fund
S&P 500
1 Year Est. Return
+31.13%
AUM
$212M
AUM Growth
-$247M
(-54%)
Holding
153
Top Buys
| 1 | +$4.73M | |
| 2 | +$2.27M | |
| 3 | +$1.71M | |
| 4 |
Broadcom
AVGO
|
+$1.01M |
| 5 |
Colgate-Palmolive
CL
|
+$289K |
Top Sells
| 1 | +$24.1M | |
| 2 | +$20.3M | |
| 3 | +$17.4M | |
| 4 |
Amazon
AMZN
|
+$10.6M |
| 5 |
NVIDIA
NVDA
|
+$9.09M |
Sector Composition
| 1 | Technology | 24.71% |
| 2 | Healthcare | 13.76% |
| 3 | Financials | 13.1% |
| 4 | Consumer Discretionary | 9.7% |
| 5 | Industrials | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
State Street Energy Select Sector SPDR ETF
XLE
$41.4B
| – | – |
-5,000
|
|
||
152
State Street Utilities Select Sector SPDR ETF
XLU
$24.5B
| – | – |
-56,112
|
|
||
|
VMW
153
DELISTED
VMware, Inc
VMW
| – | – |
-31,950
|
|