EA
Evolution Advisers Portfolio holdings
AUM
$204M
1-Year Return
11.12%
This Quarter Return
+4.59%
1 Year Return
+11.12%
3 Year Return
+32.99%
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
+$12.8M
(+8.1%)
Cap. Flow
+$4.59M
Cap. Flow
% of AUM
2.71%
Top 10 Holdings %
Top 10 Hldgs %
82.49%
Holding
233
New
12
Increased
42
Reduced
29
Closed
49
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$241K |
| 2 |
Uber
UBER
|
$232K |
| 3 |
Nuveen ESG Large-Cap Growth ETF
NULG
|
$181K |
| 4 |
Coca-Cola
KO
|
$53.5K |
| 5 |
Capital One
COF
|
$45.7K |
Sector Composition
| 1 | Financials | 1.29% |
| 2 | Technology | 1.03% |
| 3 | Industrials | 0.58% |
| 4 | Consumer Staples | 0.52% |
| 5 | Energy | 0.4% |
