EA

Evolution Advisers Portfolio holdings

AUM $237M
1-Year Est. Return 12.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.21M
3
+$1.19M
4
VUG icon
Vanguard Growth ETF
VUG
+$929K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$818K

Top Sells

1
+$792K
2
+$86K
3
+$42K
4
ADBE icon
Adobe
ADBE
+$21.2K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$20.7K

Sector Composition

1 Financials 1.46%
2 Technology 1.06%
3 Industrials 0.47%
4 Consumer Staples 0.38%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$75K 0.03%
403
+1
77
$75K 0.03%
526
78
$73K 0.03%
873
79
$73K 0.03%
728
80
$72K 0.03%
381
81
$69K 0.03%
+2,245
82
$67K 0.03%
100
83
$65K 0.03%
132
84
$63K 0.03%
83
85
$60K 0.03%
650
86
$59K 0.03%
200
87
$59K 0.03%
2,144
-12
88
$52K 0.02%
444
89
$51K 0.02%
176
90
$51K 0.02%
456
91
$50K 0.02%
373
92
$49K 0.02%
867
93
$47K 0.02%
126
94
$46K 0.02%
192
95
$44K 0.02%
1,223
96
$42K 0.02%
759
97
$42K 0.02%
822
98
$41K 0.02%
622
99
$39K 0.02%
+317
100
$37K 0.02%
565
2 3
4
5 6