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
$115M
AUM Growth
-$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$341K
3
+$233K
4
NUEM icon
Nuveen ESG Emerging Markets Equity ETF
NUEM
+$78.1K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$72K

Top Sells

1
+$101K
2
+$98.7K
3
+$96.8K
4
BND icon
Vanguard Total Bond Market
BND
+$95.1K
5
KMB icon
Kimberly-Clark
KMB
+$87.8K

Sector Composition

1 Financials 1.36%
2 Technology 0.88%
3 Consumer Staples 0.71%
4 Industrials 0.66%
5 Utilities 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$266K 0.23%
3,741
-1,337
27
$254K 0.22%
1,494
28
$233K 0.2%
2,057
-775
29
$229K 0.2%
10,961
30
$196K 0.17%
741
31
$181K 0.16%
1,910
32
$174K 0.15%
655
33
$161K 0.14%
4,003
+3
34
$149K 0.13%
5,932
35
$149K 0.13%
3,447
+3
36
$130K 0.11%
9,286
-7,218
37
$126K 0.11%
1,320
38
$121K 0.11%
440
39
$100K 0.09%
355
40
$84K 0.07%
250
41
$83K 0.07%
798
+7
42
$83K 0.07%
253
43
$82K 0.07%
372
+1
44
$81K 0.07%
160
45
$76K 0.07%
330
-11
46
$72K 0.06%
3,242
-4,360
47
$72K 0.06%
+3,693
48
$71K 0.06%
158
49
$69K 0.06%
1,444
-988
50
$69K 0.06%
4,976
-7,120
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