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
$115M
AUM Growth
-$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$341K
3
+$233K
4
NUEM icon
Nuveen ESG Emerging Markets Equity ETF
NUEM
+$78.1K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$72K

Top Sells

1
+$101K
2
+$98.7K
3
+$96.8K
4
BND icon
Vanguard Total Bond Market
BND
+$95.1K
5
KMB icon
Kimberly-Clark
KMB
+$87.8K

Sector Composition

1 Financials 1.36%
2 Technology 0.88%
3 Consumer Staples 0.71%
4 Industrials 0.66%
5 Utilities 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12K 0.01%
56
102
$12K 0.01%
300
-34
103
$11K 0.01%
130
104
$11K 0.01%
100
105
$10K 0.01%
80
106
$10K 0.01%
185
107
$10K 0.01%
80
108
$9K 0.01%
375
109
$9K 0.01%
71
-102
110
$8K 0.01%
539
+5
111
$8K 0.01%
100
112
$8K 0.01%
50
113
$8K 0.01%
143
114
$7K 0.01%
700
-150
115
$7K 0.01%
138
116
$6K 0.01%
78
117
$6K 0.01%
75
118
$5K ﹤0.01%
100
119
$5K ﹤0.01%
152
120
$4K ﹤0.01%
+256
121
$4K ﹤0.01%
113
122
$4K ﹤0.01%
100
123
$3K ﹤0.01%
+252
124
$3K ﹤0.01%
60
125
$2K ﹤0.01%
20
3 4
5
6 7