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

Top Buys

1
+$2.67M
2
+$1.45M
3
+$924K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$815K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$419K

Top Sells

1
+$999K
2
+$934K
3
+$338K
4
WFC icon
Wells Fargo
WFC
+$132K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$77.8K

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
152
$1K ﹤0.01%
10
153
$1K ﹤0.01%
18
154
$1K ﹤0.01%
20
155
$1K ﹤0.01%
16
156
$0 ﹤0.01%
22
157
$0 ﹤0.01%
8
158
– –
0
159
$0 ﹤0.01%
8
160
– –
-27
161
– –
-105
162
– –
-586
163
– –
-142
164
– –
-10
165
– –
-137
166
$0 ﹤0.01%
2
-25
167
$0 ﹤0.01%
5
168
$0 ﹤0.01%
17
169
– –
-303
170
– –
-23
171
$0 ﹤0.01%
5
172
$0 ﹤0.01%
2
173
$0 ﹤0.01%
5
174
$0 ﹤0.01%
16
175
$0 ﹤0.01%
10
5 6
7
8 9