EA
Evolution Advisers Portfolio holdings
AUM
$204M
1-Year Return
11.12%
This Quarter Return
-11.45%
1 Year Return
+11.12%
3 Year Return
+32.99%
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
-$12.6M
(-9.3%)
Cap. Flow
+$2.68M
Cap. Flow
% of AUM
2.19%
Top 10 Holdings %
Top 10 Hldgs %
84.43%
Holding
152
New
7
Increased
35
Reduced
8
Closed
2
Top Buys
Top Sells
| 1 |
Nuveen ESG US Aggregate Bond ETF
NUBD
|
$719K |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$278K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$257K |
| 4 |
Vanguard Growth ETF
VUG
|
$220K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$215K |
Sector Composition
| 1 | Financials | 1.32% |
| 2 | Technology | 0.91% |
| 3 | Consumer Staples | 0.81% |
| 4 | Industrials | 0.68% |
| 5 | Utilities | 0.55% |
