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
$142M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$105K
3
+$82.9K
4
VT icon
Vanguard Total World Stock ETF
VT
+$73.5K
5
MKL icon
Markel Group
MKL
+$51K

Top Sells

1
+$688K
2
+$645K
3
+$622K
4
NUDM icon
Nuveen ESG International Developed Markets Equity ETF
NUDM
+$132K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$111K

Sector Composition

1 Financials 1.16%
2 Technology 0.98%
3 Healthcare 0.72%
4 Consumer Staples 0.65%
5 Industrials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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