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
101
$7K 0.01%
+78
102
$5K ﹤0.01%
+116
103
$5K ﹤0.01%
+43
104
$4K ﹤0.01%
+113
105
$3K ﹤0.01%
+149
106
$3K ﹤0.01%
+133
107
$3K ﹤0.01%
+27
108
$3K ﹤0.01%
+198
109
$3K ﹤0.01%
+60
110
$3K ﹤0.01%
+69
111
$3K ﹤0.01%
+28
112
$3K ﹤0.01%
+140
113
$3K ﹤0.01%
+141
114
$2K ﹤0.01%
+9
115
$2K ﹤0.01%
+127
116
$2K ﹤0.01%
+125
117
$2K ﹤0.01%
+3
118
$2K ﹤0.01%
+71
119
$2K ﹤0.01%
+135
120
$2K ﹤0.01%
+62
121
$2K ﹤0.01%
+135
122
$2K ﹤0.01%
+25
123
$2K ﹤0.01%
+40
124
$2K ﹤0.01%
+11
125
$2K ﹤0.01%
+88
2 3 4
5
6