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
$138M
AUM Growth
-$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$504K
3
+$450K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$441K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$321K

Top Sells

1
+$551K
2
+$449K
3
+$203K
4
D icon
Dominion Energy
D
+$67.4K
5
VT icon
Vanguard Total World Stock ETF
VT
+$45.5K

Sector Composition

1 Financials 1.23%
2 Technology 0.61%
3 Consumer Staples 0.59%
4 Industrials 0.52%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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