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

Top Buys

1
+$967K
2
+$899K
3
+$600K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$522K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$434K

Top Sells

1
+$277K
2
+$116K
3
+$29.2K
4
PFE icon
Pfizer
PFE
+$26K
5
UNP icon
Union Pacific
UNP
+$25.5K

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%
+60
197
$1K ﹤0.01%
+50
198
$1K ﹤0.01%
+20
199
$1K ﹤0.01%
+27
200
$1K ﹤0.01%
+17
6 7
8
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