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
76
$70K 0.03%
1,016
-4,527
77
$70K 0.03%
728
78
$69K 0.03%
526
79
$64K 0.03%
160
80
$63K 0.03%
381
81
$62K 0.03%
100
82
$61K 0.03%
402
-49
83
$61K 0.03%
132
84
$60K 0.03%
83
85
$57K 0.03%
192
86
$57K 0.03%
650
87
$55K 0.03%
200
88
$54K 0.03%
176
89
$54K 0.03%
2,156
90
$50K 0.02%
867
91
$49K 0.02%
456
92
$48K 0.02%
444
93
$46K 0.02%
119
94
$44K 0.02%
126
95
$44K 0.02%
373
-27
96
$42K 0.02%
622
97
$41K 0.02%
390
98
$41K 0.02%
822
-5,548
99
$41K 0.02%
1,223
100
$40K 0.02%
180
2 3
4
5 6