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
$426M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$1.65M
3
+$1.16M
4
MDT icon
Medtronic
MDT
+$466K
5
ADBE icon
Adobe
ADBE
+$77.3K

Top Sells

1
+$6.91M
2
+$5.87M
3
+$2.17M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.34M
5
AAPL icon
Apple
AAPL
+$1.32M

Sector Composition

1 Technology 21.72%
2 Financials 15.31%
3 Healthcare 12.77%
4 Communication Services 12.03%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.4M 6.9%
214,452
-9,661
2
$25.6M 6.01%
52,109
-2,736
3
$23.8M 5.59%
87,883
+165
4
$15.9M 3.74%
92,560
-3,260
5
$13M 3.06%
103,840
-320
6
$11.7M 2.74%
49,085
-2,082
7
$11.2M 2.63%
71,981
-5,920
8
$10.6M 2.48%
40,649
-3,419
9
$10.5M 2.45%
42,797
-708
10
$10.1M 2.37%
35,242
-2,086
11
$10.1M 2.36%
89,070
-9,108
12
$9.94M 2.33%
125,997
-742
13
$9.51M 2.23%
27,344
-633
14
$9.23M 2.17%
74,326
+3,753
15
$8.93M 2.1%
24,449
-2,487
16
$8.79M 2.06%
154,109
-10,702
17
$8.78M 2.06%
130,289
-4,573
18
$8.69M 2.04%
3,970
-191
19
$8.68M 2.04%
104,065
+19,777
20
$8.55M 2.01%
152,302
-14,607
21
$8.51M 2%
60,768
-2,374
22
$8.37M 1.97%
91,758
+12,729
23
$8.15M 1.91%
25,611
-1,483
24
$7.98M 1.87%
59,138
-2,486
25
$7.85M 1.84%
392,600
-6,320
1
2 3