EA

Evolution Advisers Portfolio holdings

AUM $231M
1-Year Est. Return 14.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$657K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.45M
3
+$924K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$815K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$419K

Top Sells

1
+$999K
2
+$934K
3
+$338K
4
WFC icon
Wells Fargo
WFC
+$132K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$77.8K

Sector Composition

1 Financials 1.24%
2 Technology 1.19%
3 Industrials 0.53%
4 Consumer Staples 0.49%
5 Consumer Discretionary 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11K 0.01%
50
127
$11K 0.01%
100
128
$10K 0.01%
80
129
$9K ﹤0.01%
79
130
$8K ﹤0.01%
600
131
$7K ﹤0.01%
103
132
$7K ﹤0.01%
23
133
$7K ﹤0.01%
50
134
$6K ﹤0.01%
318
+14
135
$6K ﹤0.01%
700
136
$6K ﹤0.01%
+24
137
$6K ﹤0.01%
154
+2
138
$5K ﹤0.01%
125
139
$5K ﹤0.01%
113
140
$5K ﹤0.01%
43
+32
141
$4K ﹤0.01%
+44
142
$4K ﹤0.01%
+34
143
$4K ﹤0.01%
74
144
$3K ﹤0.01%
+34
145
$3K ﹤0.01%
43
146
$3K ﹤0.01%
256
147
$2K ﹤0.01%
100
148
$1K ﹤0.01%
8
149
$1K ﹤0.01%
17
150
$1K ﹤0.01%
19
4 5
6
7 8