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
$169M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$915K
3
+$635K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$535K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$534K

Top Sells

1
+$241K
2
+$232K
3
+$181K
4
KO icon
Coca-Cola
KO
+$53.5K
5
COF icon
Capital One
COF
+$45.7K

Sector Composition

1 Financials 1.29%
2 Technology 1.03%
3 Industrials 0.58%
4 Consumer Staples 0.52%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15K 0.01%
74
-36
127
$14K 0.01%
89
128
$13K 0.01%
50
129
$13K 0.01%
71
130
$12K 0.01%
85
-15
131
$12K 0.01%
263
+4
132
$11K 0.01%
574
+6
133
$10K 0.01%
80
134
$10K 0.01%
700
-164
135
$10K 0.01%
138
136
$8K ﹤0.01%
50
137
$8K ﹤0.01%
600
138
$8K ﹤0.01%
78
139
$7K ﹤0.01%
298
+7
140
$7K ﹤0.01%
113
141
$7K ﹤0.01%
103
142
$7K ﹤0.01%
148
+3
143
$5K ﹤0.01%
124
+1
144
$5K ﹤0.01%
100
145
$4K ﹤0.01%
47
+27
146
$4K ﹤0.01%
43
147
$4K ﹤0.01%
74
+1
148
$3K ﹤0.01%
135
149
$3K ﹤0.01%
40
150
$2K ﹤0.01%
27
4 5
6
7 8