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
$183M
AUM Growth
-$657K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.44M
3
+$880K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$811K
5
VTV icon
Vanguard Value ETF
VTV
+$336K

Top Sells

1
+$985K
2
+$895K
3
+$344K
4
WFC icon
Wells Fargo
WFC
+$136K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$76.4K

Sector Composition

1 Financials 1.24%
2 Technology 1.19%
3 Industrials 0.53%
4 Consumer Staples 0.49%
5 Consumer Discretionary 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
+48
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10
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$0 ﹤0.01%
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5 6
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8 9