EA
Evolution Advisers Portfolio holdings
AUM
$204M
This Quarter Return
-2.37%
1 Year Return
+11.12%
3 Year Return
+32.99%
5 Year Return
–
10 Year Return
–
AUM
$183M
AUM Growth
+$183M
(-0.36%)
Cap. Flow
+$5.71M
Cap. Flow
% of AUM
3.12%
Top 10 Holdings %
Top 10 Hldgs %
80.53%
Holding
204
New
7
Increased
35
Reduced
24
Closed
20
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$2.63M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.44M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$880K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$851K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$811K |
Top Sells
| 1 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$985K |
| 2 |
Vanguard Long-Term Bond ETF
BLV
|
$895K |
| 3 |
Vanguard Growth ETF
VUG
|
$344K |
| 4 |
Wells Fargo
WFC
|
$136K |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$76.4K |
Sector Composition
| 1 | Financials | 1.24% |
| 2 | Technology | 1.19% |
| 3 | Industrials | 0.53% |
| 4 | Consumer Staples | 0.49% |
| 5 | Consumer Discretionary | 0.37% |
