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

Top Buys

1
+$862K
2
+$373K
3
+$262K
4
NUEM icon
Nuveen ESG Emerging Markets Equity ETF
NUEM
+$87.9K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$79.5K

Top Sells

1
+$113K
2
+$112K
3
+$108K
4
KMB icon
Kimberly-Clark
KMB
+$101K
5
BND icon
Vanguard Total Bond Market
BND
+$100K

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
51
$68K 0.06%
540
52
$67K 0.06%
190
53
$64K 0.06%
365
54
$63K 0.05%
560
-380
55
$57K 0.05%
315
56
$55K 0.05%
531
57
$55K 0.05%
342
58
$50K 0.04%
132
59
$48K 0.04%
350
60
$48K 0.04%
296
+1
61
$48K 0.04%
1,116
62
$47K 0.04%
515
+50
63
$45K 0.04%
2,396
-350
64
$44K 0.04%
460
65
$38K 0.03%
203
66
$37K 0.03%
75
67
$35K 0.03%
196
68
$34K 0.03%
135
69
$34K 0.03%
794
70
$34K 0.03%
440
+261
71
$32K 0.03%
125
72
$32K 0.03%
119
73
$32K 0.03%
456
74
$32K 0.03%
29
+1
75
$32K 0.03%
700
1 2
3
4 5