EA

Evolution Advisers Portfolio holdings

AUM $231M
1-Year Est. Return 14.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$953K
2
+$580K
3
+$328K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$314K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$185K

Top Sells

1
+$2.92M
2
+$1.16M
3
+$701K
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$312K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$277K

Sector Composition

1 Financials 1.88%
2 Technology 0.98%
3 Industrials 0.49%
4 Consumer Staples 0.43%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$521K 0.26%
4,834
-17
27
$518K 0.25%
1,812
28
$469K 0.23%
2,042
-139
29
$439K 0.22%
905
30
$397K 0.19%
1,415
31
$354K 0.17%
4,454
32
$347K 0.17%
4,334
-108
33
$338K 0.17%
3,456
34
$295K 0.14%
7,682
-191
35
$262K 0.13%
2,042
-30
36
$250K 0.12%
11,336
37
$243K 0.12%
1,829
38
$239K 0.12%
5,932
39
$229K 0.11%
1,300
-20
40
$228K 0.11%
1,043
41
$203K 0.1%
1,567
-39
42
$194K 0.1%
390
43
$188K 0.09%
651
44
$186K 0.09%
39,187
+5,403
45
$177K 0.09%
7,636
46
$171K 0.08%
350
47
$161K 0.08%
440
48
$152K 0.07%
76
+1
49
$149K 0.07%
4,957
50
$136K 0.07%
355
-35
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