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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$19.8M
3
+$17M
4
VTV icon
Vanguard Value ETF
VTV
+$16.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.27%
2 Technology 0.93%
3 Consumer Staples 0.77%
4 Industrials 0.68%
5 Utilities 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
+136
127
$2K ﹤0.01%
+100
128
$1K ﹤0.01%
+54
129
$1K ﹤0.01%
+76
130
$1K ﹤0.01%
+34
131
$1K ﹤0.01%
+32
132
$1K ﹤0.01%
+64
133
$1K ﹤0.01%
+35
134
$1K ﹤0.01%
+19
135
$1K ﹤0.01%
+10
136
$1K ﹤0.01%
+20
137
$1K ﹤0.01%
+11
138
$1K ﹤0.01%
+68
139
$1K ﹤0.01%
+36
140
$1K ﹤0.01%
+14
141
$1K ﹤0.01%
+10
142
$0 ﹤0.01%
+50
143
$0 ﹤0.01%
+20
144
$0 ﹤0.01%
+22
145
$0 ﹤0.01%
+22
146
$0 ﹤0.01%
+6
2 3 4 5
6