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
$169M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$915K
3
+$635K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$535K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$534K

Top Sells

1
+$241K
2
+$232K
3
+$181K
4
KO icon
Coca-Cola
KO
+$53.5K
5
COF icon
Capital One
COF
+$45.7K

Sector Composition

1 Financials 1.29%
2 Technology 1.03%
3 Industrials 0.58%
4 Consumer Staples 0.52%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$66K 0.04%
570
+1
77
$65K 0.04%
431
-303
78
$64K 0.04%
401
+1
79
$63K 0.04%
1,699
80
$63K 0.04%
383
81
$63K 0.04%
873
82
$61K 0.04%
119
-17
83
$61K 0.04%
132
84
$60K 0.04%
450
85
$57K 0.03%
200
86
$54K 0.03%
176
87
$53K 0.03%
100
88
$52K 0.03%
650
89
$50K 0.03%
444
90
$48K 0.03%
867
91
$48K 0.03%
380
92
$47K 0.03%
150
93
$47K 0.03%
456
94
$45K 0.03%
83
95
$44K 0.03%
176
96
$43K 0.03%
232
+1
97
$43K 0.03%
400
98
$38K 0.02%
75
-1
99
$37K 0.02%
759
100
$36K 0.02%
67
-68
2 3
4
5 6