EA
Evolution Advisers Portfolio holdings
AUM
$204M
1-Year Est. Return
11.12%
1 Year Est. Return
+11.12%
AUM
$204M
AUM Growth
+$14M
(+7.3%)
Holding
162
Top Buys
| 1 | +$953K | |
| 2 | +$580K | |
| 3 | +$328K | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$314K |
| 5 |
Vanguard Long-Term Bond ETF
BLV
|
+$185K |
Top Sells
| 1 | +$2.92M | |
| 2 | +$1.16M | |
| 3 | +$701K | |
| 4 |
Vanguard Total World Bond ETF
BNDW
|
+$312K |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$277K |
Sector Composition
| 1 | Financials | 1.88% |
| 2 | Technology | 0.98% |
| 3 | Industrials | 0.49% |
| 4 | Consumer Staples | 0.43% |
| 5 | Consumer Discretionary | 0.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Fidelity Total Bond ETF
FBND
$22.8B
| $0 | ﹤0.01% |
17
|
|
||
152
iShares Self-Driving EV and Tech ETF
IDRV
$166M
| $0 | ﹤0.01% |
5
|
|
||
153
iShares MSCI Intl Quality Factor ETF
IQLT
$13.2B
| $0 | ﹤0.01% |
22
|
|
||
154
Coca-Cola
KO
$306B
| $0 | ﹤0.01% |
2
-25
|
|
||
155
Merck
MRK
$251B
| – | – |
-50
|
|
||
156
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$333M
| $0 | ﹤0.01% |
17
|
|
||
157
Nike
NKE
$96.1B
| $0 | ﹤0.01% |
2
|
|
||
158
Southern Company
SO
$97.6B
| – | – |
-60
|
|
||
159
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.8B
| $0 | ﹤0.01% |
15
|
|
||
160
Valero Energy
VLO
$53.8B
| – | – |
-25
|
|
||
161
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.28B
| $0 | ﹤0.01% |
15
|
|
||
162
Warner Bros
WBD
$59.6B
| $0 | ﹤0.01% |
79
|
|