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
$115M
AUM Growth
-$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Sells

1 +$113K
2 +$112K
3 +$108K
4
KMB icon
Kimberly-Clark
KMB
+$101K
5
BND icon
Vanguard Total Bond Market
BND
+$100K

Sector Composition

1 Financials 1.36%
2 Technology 0.88%
3 Consumer Staples 0.71%
4 Industrials 0.66%
5 Utilities 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
8
152
$0 ﹤0.01%
13
153
-14