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
76
$20K 0.01%
+75
77
$20K 0.01%
+83
78
$19K 0.01%
+180
79
$19K 0.01%
+89
80
$18K 0.01%
+352
81
$17K 0.01%
+483
82
$16K 0.01%
+100
83
$16K 0.01%
+104
84
$16K 0.01%
+94
85
$15K 0.01%
+80
86
$14K 0.01%
+700
87
$13K 0.01%
+100
88
$12K 0.01%
+100
89
$12K 0.01%
+692
90
$11K 0.01%
+130
91
$11K 0.01%
+100
92
$11K 0.01%
+50
93
$11K 0.01%
+194
94
$9K 0.01%
+40
95
$9K 0.01%
+138
96
$9K 0.01%
+8
97
$8K 0.01%
+100
98
$8K 0.01%
+152
99
$8K 0.01%
+143
100
$7K 0.01%
+267
2 3
4
5 6