Evolution+

Evolution+

Sector Weightings

Sector Portfolio Benchmark
Information Technology 43.90% 43.88%
Consumer Discretionary 13.17% 14.93%
Cash/Money Market 10.02% 0.17%
Health Care 9.63% 10.62%
Communication Services 9.62% 12.03%
Financials 6.37% 6.40%
Industrials 4.77% 5.83%
Consumer Staples 2.51% 4.05%

Top 10 Holdings

Security Weighting
Microsoft 11.98%
Apple 8.06%
Amazon 7.05%
Nvidia 6.68%
Alphabet 4.29%
Meta 4.12%
UnitedHealth 3.32%
Berkshire Hathaway 2.57%
Mastercard 2.54%
Eli Lilly 2.52%

Portfolio Characteristics

Characteristics Portfolio Benchmark
Dividend Yield 0.7 0.9
P/E – Forecast 12M 28.9 31.6
Current P/E 34.4 35.1
Price-to-Cash Flow 23.4 24.8
Price-to-Sales 4.1 4.7
ROE 27.7 34.5
Market Cap 1.3T 1.2T

© Copyright 2024 - Little House Capital | Web Design by M16 Marketing