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
$142M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$457K
2
+$100K
3
+$75.6K
4
GNW icon
Genworth Financial
GNW
+$74.8K
5
MKL icon
Markel Group
MKL
+$52.9K

Top Sells

1
+$748K
2
+$660K
3
+$624K
4
NUDM icon
Nuveen ESG International Developed Markets Equity ETF
NUDM
+$133K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$112K

Sector Composition

1 Financials 1.16%
2 Technology 0.98%
3 Healthcare 0.72%
4 Consumer Staples 0.65%
5 Industrials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15K 0.01%
+34
102
$15K 0.01%
76
103
$14K 0.01%
300
104
$13K 0.01%
100
105
$13K 0.01%
364
+2
106
$12K 0.01%
422
+1
107
$12K 0.01%
56
108
$12K 0.01%
375
109
$11K 0.01%
80
110
$11K 0.01%
180
111
$11K 0.01%
71
112
$10K 0.01%
130
113
$10K 0.01%
700
114
$10K 0.01%
119
115
$10K 0.01%
138
116
$9K 0.01%
100
117
$9K 0.01%
154
+11
118
$8K 0.01%
555
+6
119
$7K ﹤0.01%
50
120
$7K ﹤0.01%
+547
121
$7K ﹤0.01%
78
122
$7K ﹤0.01%
75
123
$6K ﹤0.01%
600
124
$5K ﹤0.01%
277
+7
125
$5K ﹤0.01%
113
3 4
5
6 7