EA

Evolution Advisers Portfolio holdings

AUM $237M
1-Year Est. Return 12.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.21M
3
+$1.19M
4
VUG icon
Vanguard Growth ETF
VUG
+$929K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$818K

Top Sells

1
+$792K
2
+$86K
3
+$42K
4
ADBE icon
Adobe
ADBE
+$21.2K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$20.7K

Sector Composition

1 Financials 1.46%
2 Technology 1.06%
3 Industrials 0.47%
4 Consumer Staples 0.38%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36K 0.02%
180
102
$36K 0.02%
+79
103
$34K 0.02%
760
104
$34K 0.02%
275
105
$33K 0.01%
390
106
$32K 0.01%
54
107
$32K 0.01%
+206
108
$32K 0.01%
383
109
$28K 0.01%
95
110
$28K 0.01%
144
111
$28K 0.01%
100
112
$28K 0.01%
+142
113
$26K 0.01%
75
114
$25K 0.01%
28
115
$25K 0.01%
424
116
$25K 0.01%
132
117
$24K 0.01%
278
118
$23K 0.01%
199
119
$20K 0.01%
60
-59
120
$19K 0.01%
300
121
$18K 0.01%
274
122
$16K 0.01%
657
123
$16K 0.01%
636
124
$16K 0.01%
+220
125
$15K 0.01%
+25
3 4
5
6 7