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
$441M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$845K
3
+$619K
4
AMZN icon
Amazon
AMZN
+$607K
5
BMY icon
Bristol-Myers Squibb
BMY
+$600K

Top Sells

1
+$3.56M
2
+$2.08M
3
+$1.29M
4
COST icon
Costco
COST
+$1.02M
5
META icon
Meta Platforms (Facebook)
META
+$936K

Sector Composition

1 Technology 23.49%
2 Healthcare 13.12%
3 Financials 11.72%
4 Consumer Discretionary 9.46%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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