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
$122M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.76M
2 +$973K
3 +$385K
4
BND icon
Vanguard Total Bond Market
BND
+$285K
5
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$269K

Top Sells

1 +$724K
2 +$279K
3 +$277K
4
VUG icon
Vanguard Growth ETF
VUG
+$241K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$217K

Sector Composition

1 Financials 1.32%
2 Technology 0.91%
3 Consumer Staples 0.81%
4 Industrials 0.68%
5 Utilities 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
8
152
$0 ﹤0.01%
13