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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
$128M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$767K
3
+$711K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$568K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$539K

Top Sells

1
+$243K
2
+$72K
3
+$69K
4
UNP icon
Union Pacific
UNP
+$59.9K
5
MA icon
Mastercard
MA
+$49.4K

Sector Composition

1 Financials 1.26%
2 Technology 0.77%
3 Consumer Staples 0.7%
4 Industrials 0.61%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-80
152
$0 ﹤0.01%
+2
153
$0 ﹤0.01%
+6
154
– –
-3,693
155
$0 ﹤0.01%
8
156
– –
-100
157
$0 ﹤0.01%
20
158
$0 ﹤0.01%
20
159
– –
-3
3 4 5 6
7