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EA

Evolution Advisers Portfolio holdings

AUM $237M
1-Year Est. Return 12.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$903K
3
+$513K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$505K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$483K

Top Sells

1
+$836K
2
+$186K
3
+$153K
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$131K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$112K

Sector Composition

1 Financials 1.24%
2 Technology 1.11%
3 Industrials 0.52%
4 Consumer Staples 0.51%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
19
152
$1K ﹤0.01%
11
-67
153
$1K ﹤0.01%
+10
154
$1K ﹤0.01%
18
155
$1K ﹤0.01%
10
156
$1K ﹤0.01%
20
157
$1K ﹤0.01%
+16
158
$0 ﹤0.01%
+8
159
– –
0
160
– –
-2
161
– –
-74
162
– –
-3
163
– –
-85
164
$0 ﹤0.01%
+8
165
– –
-5
166
– –
-1
167
$0 ﹤0.01%
27
168
– –
-2
169
$0 ﹤0.01%
+5
170
$0 ﹤0.01%
17
171
$0 ﹤0.01%
23
172
$0 ﹤0.01%
6
173
$0 ﹤0.01%
+2
174
– –
-1
175
– –
-400
5 6
7
8 9