EA
Evolution Advisers Portfolio holdings
AUM
$204M
1-Year Return
11.12%
This Quarter Return
+5.79%
1 Year Return
+11.12%
3 Year Return
+32.99%
5 Year Return
–
10 Year Return
–
AUM
$184M
AUM Growth
+$9.72M
(+5.6%)
Cap. Flow
-$166K
Cap. Flow
% of AUM
-0.09%
Top 10 Holdings %
Top 10 Hldgs %
82.53%
Holding
202
New
12
Increased
33
Reduced
32
Closed
2
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$322K |
| 2 |
Nuveen ESG Large-Cap Value ETF
NULV
|
$318K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$188K |
| 4 |
HCA Healthcare
HCA
|
$153K |
| 5 |
Nuveen ESG US Aggregate Bond ETF
NUBD
|
$98.2K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$504K |
| 2 |
Vanguard Value ETF
VTV
|
$171K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$145K |
| 4 |
Vanguard Long-Term Bond ETF
BLV
|
$123K |
| 5 |
Tesla
TSLA
|
$104K |
Sector Composition
| 1 | Financials | 1.25% |
| 2 | Technology | 1.12% |
| 3 | Industrials | 0.55% |
| 4 | Consumer Staples | 0.52% |
| 5 | Healthcare | 0.41% |
