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
$184M
AUM Growth
+$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$308K
3
+$302K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$187K
5
HCA icon
HCA Healthcare
HCA
+$139K

Top Sells

1
+$489K
2
+$164K
3
+$139K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$120K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$101K

Sector Composition

1 Financials 1.25%
2 Technology 1.12%
3 Industrials 0.55%
4 Consumer Staples 0.52%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2K ﹤0.01%
105
152
$2K ﹤0.01%
256
153
$2K ﹤0.01%
+54
154
$2K ﹤0.01%
+24
155
$1K ﹤0.01%
8
156
$1K ﹤0.01%
27
157
$1K ﹤0.01%
10
158
$1K ﹤0.01%
17
159
$1K ﹤0.01%
19
160
$1K ﹤0.01%
11
161
$1K ﹤0.01%
+10
162
$1K ﹤0.01%
10
163
$1K ﹤0.01%
18
164
$1K ﹤0.01%
10
165
$1K ﹤0.01%
20
166
$1K ﹤0.01%
16
167
$0 ﹤0.01%
8
168
$0 ﹤0.01%
8
169
$0 ﹤0.01%
27
170
$0 ﹤0.01%
5
171
$0 ﹤0.01%
17
172
$0 ﹤0.01%
23
173
$0 ﹤0.01%
5
-1
174
$0 ﹤0.01%
2
175
$0 ﹤0.01%
5
5 6
7
8 9