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

Top Buys

1
+$769K
2
+$341K
3
+$233K
4
NUEM icon
Nuveen ESG Emerging Markets Equity ETF
NUEM
+$78.1K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$72K

Top Sells

1
+$101K
2
+$98.7K
3
+$96.8K
4
BND icon
Vanguard Total Bond Market
BND
+$95.1K
5
KMB icon
Kimberly-Clark
KMB
+$87.8K

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
76
$31K 0.03%
400
77
$31K 0.03%
393
78
$30K 0.03%
275
79
$28K 0.02%
83
80
$28K 0.02%
1,121
81
$26K 0.02%
698
+5
82
$25K 0.02%
275
83
$24K 0.02%
565
84
$23K 0.02%
380
85
$22K 0.02%
48
86
$21K 0.02%
300
87
$21K 0.02%
539
-246
88
$21K 0.02%
759
89
$21K 0.02%
130
+1
90
$21K 0.02%
54
91
$20K 0.02%
150
92
$18K 0.02%
227
93
$17K 0.01%
180
94
$16K 0.01%
400
95
$14K 0.01%
100
96
$14K 0.01%
89
97
$13K 0.01%
358
+2
98
$12K 0.01%
100
99
$12K 0.01%
398
+1
100
$12K 0.01%
180
-220
2 3
4
5 6