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
$184M
AUM Growth
+$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$318K
2 +$308K
3 +$302K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$187K
5
HCA icon
HCA Healthcare
HCA
+$139K

Sector Composition

1 Financials 1.25%
2 Technology 1.12%
3 Industrials 0.55%
4 Consumer Staples 0.52%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$0 ﹤0.01%
+1
202
-16