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
$222M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.21M
3
+$1.19M
4
VUG icon
Vanguard Growth ETF
VUG
+$929K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$818K

Top Sells

1
+$792K
2
+$86K
3
+$42K
4
ADBE icon
Adobe
ADBE
+$21.2K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$20.7K

Sector Composition

1 Financials 1.46%
2 Technology 1.06%
3 Industrials 0.47%
4 Consumer Staples 0.38%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$554K 0.25%
4,954
+120
27
$551K 0.25%
1,785
-27
28
$479K 0.22%
2,042
29
$450K 0.2%
905
30
$409K 0.18%
5,576
-84
31
$385K 0.17%
3,779
+323
32
$356K 0.16%
4,454
33
$350K 0.16%
4,334
34
$332K 0.15%
1,359
+59
35
$328K 0.15%
7,682
36
$284K 0.13%
2,057
+15
37
$255K 0.11%
5,932
38
$252K 0.11%
10,747
-589
39
$246K 0.11%
474
+84
40
$236K 0.11%
1,678
-151
41
$228K 0.1%
1,035
-8
42
$202K 0.09%
651
43
$198K 0.09%
39,187
44
$195K 0.09%
1,567
45
$189K 0.09%
350
46
$179K 0.08%
7,636
47
$174K 0.08%
440
48
$163K 0.07%
4,857
-100
49
$151K 0.07%
355
50
$150K 0.07%
450
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