EA

Evolution Advisers Portfolio holdings

AUM $204M
1-Year Est. Return 11.12%
This Quarter Est. Return
1 Year Est. Return
+11.12%
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
+$1.52M
2
+$915K
3
+$635K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$535K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$534K

Top Sells

1
+$241K
2
+$232K
3
+$181K
4
KO icon
Coca-Cola
KO
+$53.5K
5
COF icon
Capital One
COF
+$45.7K

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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-40
227
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228
– –
-41
229
– –
-204
230
– –
-1,358
231
– –
-103
232
– –
-10
233
– –
-746
6 7 8 9
10