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EA

Evolution Advisers Portfolio holdings

AUM $237M
1-Year Est. Return 12.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$2.68M
3
+$1.51M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$880K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$634K

Top Sells

1
+$231K
2
+$172K
3
+$50K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$44K
5
COF icon
Capital One
COF
+$41K

Sector Composition

1 Financials 1.29%
2 Technology 1.03%
3 Industrials 0.58%
4 Consumer Staples 0.52%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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-746
228
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-45
229
– –
-165
230
– –
-70
231
– –
-200
232
– –
-2,500
233
– –
-50
6 7 8 9
10