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
$231M
AUM Growth
+$8.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$882K
3 +$876K
4
BND icon
Vanguard Total Bond Market
BND
+$750K
5
VUG icon
Vanguard Growth ETF
VUG
+$748K

Top Sells

1 +$515K
2 +$160K
3 +$146K
4
MSFT icon
Microsoft
MSFT
+$74.2K
5
TSLA icon
Tesla
TSLA
+$73.1K

Sector Composition

1 Financials 1.43%
2 Technology 0.99%
3 Industrials 0.45%
4 Consumer Staples 0.33%
5 Consumer Discretionary 0.29%