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
$468M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.08M
3
+$829K
4
ISRG icon
Intuitive Surgical
ISRG
+$252K
5
PHM icon
Pultegroup
PHM
+$244K

Top Sells

1
+$1.88M
2
+$947K
3
+$869K
4
INTC icon
Intel
INTC
+$741K
5
AAPL icon
Apple
AAPL
+$681K

Sector Composition

1 Technology 25.62%
2 Healthcare 12.54%
3 Financials 11.58%
4 Consumer Discretionary 9.68%
5 Industrials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40M 8.54%
206,253
-3,513
2
$32.3M 6.9%
94,879
-2,780
3
$26.4M 5.63%
55,093
-1,814
4
$16.8M 3.59%
129,049
-3,814
5
$15.1M 3.21%
355,800
-44,370
6
$14.6M 3.12%
120,714
-2,830
7
$10.7M 2.29%
73,695
-3,778
8
$9.75M 2.08%
24,792
-912
9
$9.69M 2.07%
97,217
-1,413
10
$9.56M 2.04%
31,328
-1,511
11
$9.07M 1.94%
42,942
-2,544
12
$8.76M 1.87%
68,574
-1,120
13
$8.68M 1.85%
3,215
-207
14
$8.59M 1.83%
26,083
-1,509
15
$8.09M 1.73%
53,308
-1,728
16
$8.05M 1.72%
43,467
-1,720
17
$7.84M 1.67%
23,655
-1,127
18
$7.75M 1.65%
44,683
-1,253
19
$7.73M 1.65%
36,352
-17
20
$7.54M 1.61%
74,759
-842
21
$7.21M 1.54%
63,791
-1,500
22
$7.07M 1.51%
246,379
+3,520
23
$7M 1.49%
82,504
-733
24
$6.96M 1.49%
13,337
-2
25
$6.69M 1.43%
55,885
-414
1
2 3 4 5