EA

Evolution Advisers Portfolio holdings

AUM $204M
1-Year Est. Return 11.12%
This Quarter Est. Return
1 Year Est. Return
+11.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$801K
2
+$730K
3
+$620K
4
VUG icon
Vanguard Growth ETF
VUG
+$519K
5
VTV icon
Vanguard Value ETF
VTV
+$480K

Top Sells

1
+$239K
2
+$186K
3
+$141K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$68K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$60.7K

Sector Composition

1 Financials 1.11%
2 Technology 0.87%
3 Consumer Staples 0.65%
4 Industrials 0.56%
5 Energy 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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– –
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$0 ﹤0.01%
8
3 4 5 6
7