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
$204M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$850K
3
+$576K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$323K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$312K

Top Sells

1
+$2.62M
2
+$1.1M
3
+$659K
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$311K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$281K

Sector Composition

1 Financials 1.88%
2 Technology 0.98%
3 Industrials 0.49%
4 Consumer Staples 0.43%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-25
152
$0 ﹤0.01%
15
153
$0 ﹤0.01%
79
154
– –
0
155
– –
-113
156
$0 ﹤0.01%
2
157
– –
-71
158
$0 ﹤0.01%
17
159
$0 ﹤0.01%
5
160
$0 ﹤0.01%
22
161
$0 ﹤0.01%
2
-25
162
– –
-50
3 4 5 6
7