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
$157M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$953K
3
+$603K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$528K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$444K

Top Sells

1
+$277K
2
+$120K
3
+$30.6K
4
UNP icon
Union Pacific
UNP
+$28.2K
5
PFE icon
Pfizer
PFE
+$26K

Sector Composition

1 Technology 1.19%
2 Financials 1.16%
3 Industrials 0.6%
4 Consumer Staples 0.55%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
+41
177
$4K ﹤0.01%
123
-277
178
$4K ﹤0.01%
100
179
$4K ﹤0.01%
+50
180
$4K ﹤0.01%
+104
181
$3K ﹤0.01%
+89
182
$3K ﹤0.01%
43
183
$3K ﹤0.01%
40
184
$3K ﹤0.01%
+50
185
$3K ﹤0.01%
73
+1
186
$3K ﹤0.01%
+746
187
$2K ﹤0.01%
+27
188
$2K ﹤0.01%
+500
189
$2K ﹤0.01%
+17
190
$2K ﹤0.01%
19
191
$2K ﹤0.01%
+135
192
$2K ﹤0.01%
+18
193
$2K ﹤0.01%
+50
194
$2K ﹤0.01%
+10
195
$2K ﹤0.01%
20
196
$1K ﹤0.01%
+5
197
$1K ﹤0.01%
+20
198
$1K ﹤0.01%
+60
199
$1K ﹤0.01%
+50
200
$1K ﹤0.01%
+20
6 7
8
9 10