EA

Evolution Advisers Portfolio holdings

AUM $204M
1-Year Est. Return 11.12%
This Quarter Est. Return
1 Year Est. Return
+11.12%
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
+$21M
2
+$19.7M
3
+$16.7M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$16.5M
5
BSV icon
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%
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%
+76
129
$1K ﹤0.01%
+34
130
$1K ﹤0.01%
+32
131
$1K ﹤0.01%
+64
132
$1K ﹤0.01%
+35
133
$1K ﹤0.01%
+19
134
$1K ﹤0.01%
+10
135
$1K ﹤0.01%
+20
136
$1K ﹤0.01%
+11
137
$1K ﹤0.01%
+54
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