EA
Evolution Advisers Portfolio holdings
AUM
$204M
1-Year Return
11.12%
This Quarter Return
-5.25%
1 Year Return
+11.12%
3 Year Return
+32.99%
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
-$843K
(-0.62%)
Cap. Flow
+$6.54M
Cap. Flow
% of AUM
4.84%
Top 10 Holdings %
Top 10 Hldgs %
86.42%
Holding
175
New
27
Increased
39
Reduced
16
Closed
31
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.79M |
| 2 |
Vanguard Growth ETF
VUG
|
$970K |
| 3 |
Nuveen ESG US Aggregate Bond ETF
NUBD
|
$786K |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$519K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$472K |
Top Sells
| 1 |
Nuveen ESG International Developed Markets Equity ETF
NUDM
|
$653K |
| 2 |
Nuveen ESG Large-Cap Growth ETF
NULG
|
$510K |
| 3 |
Nuveen ESG Small-Cap ETF
NUSC
|
$211K |
| 4 |
Nuveen ESG Emerging Markets Equity ETF
NUEM
|
$48.3K |
| 5 |
Zoetis
ZTS
|
$24K |
Sector Composition
| 1 | Financials | 1.34% |
| 2 | Technology | 1.03% |
| 3 | Industrials | 0.76% |
| 4 | Consumer Staples | 0.76% |
| 5 | Utilities | 0.52% |
