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
151
$233K 0.05%
+1,956
152
$229K 0.05%
4,600
-1,176
153
$225K 0.05%
8,000
154
$221K 0.05%
+2,525
155
$208K 0.05%
3,270
-2,180
156
$207K 0.05%
+5,550
157
$206K 0.05%
+8,514
158
$206K 0.05%
+2,392
159
$118K 0.03%
+13,869
160
$70.5K 0.02%
11,738
161
$64.3K 0.01%
+18,004
162
$58.9K 0.01%
11,691
163
$51.7K 0.01%
11,148
164
– –
-5,470
165
– –
-815
166
– –
-11,577
167
– –
-1,422
3 4 5 6
7