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
51
$135K 0.07%
381
52
$128K 0.06%
250
53
$124K 0.06%
450
54
$118K 0.06%
300
55
$117K 0.06%
4,191
56
$115K 0.06%
205
57
$113K 0.06%
74,770
58
$111K 0.05%
1,967
-33
59
$110K 0.05%
179
60
$110K 0.05%
1,649
61
$106K 0.05%
600
62
$100K 0.05%
1,449
63
$96K 0.05%
199
64
$95K 0.05%
498
65
$91K 0.04%
236
66
$91K 0.04%
413
67
$88K 0.04%
3,032
68
$86K 0.04%
543
-76
69
$84K 0.04%
398
70
$83K 0.04%
380
71
$79K 0.04%
251
72
$78K 0.04%
600
-6
73
$78K 0.04%
873
74
$75K 0.04%
232
75
$71K 0.03%
1,699
1 2
3
4 5