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
201
$1K ﹤0.01%
+100
202
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+23
203
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+22
204
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205
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+5
206
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207
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+10
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+93
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210
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15
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$0 ﹤0.01%
3
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2
6 7 8
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