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
$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
XOM icon
26
Exxon Mobil
XOM
$670B
$554K 0.25%
4,954
+120
VV icon
27
Vanguard Large-Cap ETF
VV
$45.4B
$551K 0.25%
1,785
-27
UNP icon
28
Union Pacific
UNP
$144B
$479K 0.22%
2,042
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.03T
$450K 0.2%
905
VO icon
30
Vanguard Mid-Cap ETF
VO
$91.9B
$409K 0.18%
1,394
-21
WMT icon
31
Walmart Inc
WMT
$994B
$385K 0.17%
3,779
+323
VCSH icon
32
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$356K 0.16%
4,454
WFC icon
33
Wells Fargo
WFC
$248B
$350K 0.16%
4,334
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$3.6T
$332K 0.15%
1,359
+59
ORI icon
35
Old Republic International
ORI
$9.73B
$328K 0.15%
7,682
VT icon
36
Vanguard Total World Stock ETF
VT
$62.1B
$284K 0.13%
2,057
+15
NI icon
37
NiSource
NI
$22.4B
$255K 0.11%
5,932
SCHF icon
38
Schwab International Equity ETF
SCHF
$58.9B
$252K 0.11%
10,747
-589
MSFT icon
39
Microsoft
MSFT
$2.74T
$246K 0.11%
474
+84
VYM icon
40
Vanguard High Dividend Yield ETF
VYM
$71.9B
$236K 0.11%
1,678
-151
AMZN icon
41
Amazon
AMZN
$2.26T
$228K 0.1%
1,035
-8
JPM icon
42
JPMorgan Chase
JPM
$797B
$202K 0.09%
651
VTI icon
43
Vanguard Total Stock Market ETF
VTI
$559B
$198K 0.09%
39,187
KMB icon
44
Kimberly-Clark
KMB
$32.4B
$195K 0.09%
1,567
CW icon
45
Curtiss-Wright
CW
$25.7B
$189K 0.09%
350
SCHZ icon
46
Schwab US Aggregate Bond ETF
SCHZ
$9.95B
$179K 0.08%
7,636
HD icon
47
Home Depot
HD
$328B
$174K 0.08%
440
SCHE icon
48
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$163K 0.07%
4,857
-100
HCA icon
49
HCA Healthcare
HCA
$106B
$151K 0.07%
355
AVGO icon
50
Broadcom
AVGO
$1.48T
$150K 0.07%
450
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