EA

Evolution Advisers Portfolio holdings

AUM $204M
1-Year Est. Return 11.12%
This Quarter Est. Return
1 Year Est. Return
+11.12%
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
+$322K
2
+$318K
3
+$188K
4
HCA icon
HCA Healthcare
HCA
+$153K
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$98.2K

Top Sells

1
+$504K
2
+$171K
3
+$145K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$123K
5
TSLA icon
Tesla
TSLA
+$104K

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
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+54
154
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+24
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$1K ﹤0.01%
8
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27
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10
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17
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19
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11
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+10
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10
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10
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8
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$0 ﹤0.01%
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– –
0
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$0 ﹤0.01%
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$0 ﹤0.01%
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175
$0 ﹤0.01%
5
-1
5 6
7
8 9