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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$19.7M
3
+$16.7M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$16.5M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.27%
2 Technology 0.93%
3 Consumer Staples 0.77%
4 Industrials 0.68%
5 Utilities 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$59K 0.04%
+342
52
$52K 0.04%
+331
53
$51K 0.04%
+203
54
$48K 0.04%
+350
55
$48K 0.04%
+144
56
$47K 0.03%
+196
57
$46K 0.03%
+132
58
$43K 0.03%
+456
59
$39K 0.03%
+958
60
$38K 0.03%
+284
61
$33K 0.02%
+527
62
$33K 0.02%
+380
63
$33K 0.02%
+1,089
64
$32K 0.02%
+113
65
$32K 0.02%
+135
66
$31K 0.02%
+565
67
$30K 0.02%
+300
68
$29K 0.02%
+759
69
$29K 0.02%
+173
70
$28K 0.02%
+51
71
$28K 0.02%
+400
72
$28K 0.02%
+393
73
$26K 0.02%
+128
74
$24K 0.02%
+100
75
$20K 0.01%
+100
1 2
3
4 5