EA
Evolution Advisers Portfolio holdings
AUM
$204M
1-Year Return
11.12%
This Quarter Return
+3.27%
1 Year Return
+11.12%
3 Year Return
+32.99%
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
87.14%
Holding
148
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$21M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$19.7M |
| 3 |
Vanguard Value ETF
VTV
|
$16.7M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$16.5M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$10.7M |
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% |
