EA
Evolution Advisers Portfolio holdings
AUM
$204M
This Quarter Return
-3.75%
1 Year Return
+11.12%
3 Year Return
+32.99%
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(-2.5%)
Cap. Flow
+$1.83M
Cap. Flow
% of AUM
1.32%
Top 10 Holdings %
Top 10 Hldgs %
84.5%
Holding
167
New
1
Increased
34
Reduced
24
Closed
25
Top Buys
Top Sells
| 1 |
UnitedHealth
UNH
|
$567K |
| 2 |
Apple
AAPL
|
$419K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$193K |
| 4 |
Dominion Energy
D
|
$60K |
| 5 |
Vanguard Total World Stock ETF
VT
|
$43.5K |
Sector Composition
| 1 | Financials | 1.23% |
| 2 | Technology | 0.61% |
| 3 | Consumer Staples | 0.59% |
| 4 | Industrials | 0.52% |
| 5 | Energy | 0.46% |
