EA

Evolution Advisers Portfolio holdings

AUM $237M
1-Year Est. Return 12.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.21M
3
+$1.19M
4
VUG icon
Vanguard Growth ETF
VUG
+$929K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$818K

Top Sells

1
+$792K
2
+$86K
3
+$42K
4
ADBE icon
Adobe
ADBE
+$21.2K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$20.7K

Sector Composition

1 Financials 1.46%
2 Technology 1.06%
3 Industrials 0.47%
4 Consumer Staples 0.38%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15K 0.01%
100
127
$14K 0.01%
71
128
$14K 0.01%
1,006
129
$13K 0.01%
494
-100
130
$13K 0.01%
23
131
$12K 0.01%
600
132
$11K ﹤0.01%
50
133
$11K ﹤0.01%
100
134
$10K ﹤0.01%
80
135
$10K ﹤0.01%
50
136
$8K ﹤0.01%
700
137
$8K ﹤0.01%
103
138
$7K ﹤0.01%
50
139
$6K ﹤0.01%
318
140
$6K ﹤0.01%
125
141
$6K ﹤0.01%
79
142
$6K ﹤0.01%
157
143
$5K ﹤0.01%
74
144
$3K ﹤0.01%
15
+6
145
$2K ﹤0.01%
17
146
$2K ﹤0.01%
19
147
$2K ﹤0.01%
18
148
$1K ﹤0.01%
20
149
$1K ﹤0.01%
80
150
$1K ﹤0.01%
20
3 4 5
6
7