EA

Evolution Advisers Portfolio holdings

AUM $231M
1-Year Est. Return 14.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$953K
2
+$580K
3
+$328K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$314K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$185K

Top Sells

1
+$2.92M
2
+$1.16M
3
+$701K
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$312K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$277K

Sector Composition

1 Financials 1.88%
2 Technology 0.98%
3 Industrials 0.49%
4 Consumer Staples 0.43%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$40K 0.02%
275
102
$37K 0.02%
759
103
$35K 0.02%
565
104
$35K 0.02%
383
105
$33K 0.02%
760
106
$31K 0.02%
136
107
$30K 0.01%
54
108
$29K 0.01%
100
-9
109
$27K 0.01%
28
110
$26K 0.01%
278
111
$26K 0.01%
424
112
$24K 0.01%
95
113
$23K 0.01%
75
114
$21K 0.01%
199
115
$21K 0.01%
132
116
$18K 0.01%
300
117
$17K 0.01%
594
-50
118
$16K 0.01%
274
119
$15K 0.01%
657
120
$15K 0.01%
636
+36
121
$14K 0.01%
100
-50
122
$13K 0.01%
50
123
$13K 0.01%
71
124
$13K 0.01%
1,006
125
$12K 0.01%
100
3 4
5
6 7