EA
Evolution Advisers Portfolio holdings
AUM
$204M
1-Year Return
11.12%
This Quarter Return
+3.26%
1 Year Return
+11.12%
3 Year Return
+32.99%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$2.59M
(+1.9%)
Cap. Flow
-$1.65M
Cap. Flow
% of AUM
-1.17%
Top 10 Holdings %
Top 10 Hldgs %
83.52%
Holding
168
New
9
Increased
35
Reduced
25
Closed
1
Top Buys
| 1 |
UnitedHealth
UNH
|
$457K |
| 2 |
Elevance Health
ELV
|
$100K |
| 3 |
Vanguard Total World Stock ETF
VT
|
$75.6K |
| 4 |
Genworth Financial
GNW
|
$74.8K |
| 5 |
Markel Group
MKL
|
$52.9K |
Top Sells
Sector Composition
| 1 | Financials | 1.16% |
| 2 | Technology | 0.98% |
| 3 | Healthcare | 0.72% |
| 4 | Consumer Staples | 0.65% |
| 5 | Industrials | 0.56% |
