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Investment Objective
The Evestia Global Stock SMA equally weights 50 high-quality companies to create a globally diversifed equity solution. These low-volatility stocks generally have attractive dividends, strong financials, growth potential and reasonable valuations. US traded ADR's are used for international exposure.
Performance
As of
3/31/26
YTD
1 Yr
2 Yr
3 Yr
Inception
Evestia Global Stock
1.74%
11.49%
9.50%
10.90%
7.35%
iShares MSCI ACWI ETF
-2.21%
20.86%
14.00%
17.00%
8.35%
S&P 500
-4.33%
17.80%
12.94%
18.32%
9.83%
Past performance is not indicative of future results. Evestia live model performance is net of 35 bps platform and strategy fees, but not advisory fees or trading costs. Returns are hypothetical and do not reflect the actual performance of any particular account. For professional investor use only.
Portfolio Statistics*
As of
3/31/26
Evestia Global Stock
iShares MSCI ACWI ETF
Alpha
-0.25%
0.00
Beta
0.84
1.00
Sharpe Ratio
0.25
0.29
Upside Capture Ratio
76%
100%
Downside Capture Ratio
75%
100%
Standard Deviation
13.96%
14.96%
Risk Adjusted Returns (%)*
As of
3/31/26
Evestia Global Stock
iShares MSCI ACWI ETF
*Since Inception
Portfolio
Top 10 Holdings
As of
3/31/26
Nvidia Corp
2.0%
Apple Inc
2.0%
Microsoft Corp
2.0%
Alphabet Inc A
2.0%
Exxon Mobil Corp
2.0%
Eli Lilly and Co
2.0%
Portfolio Characteristics
Average Market Cap (Bln)
120.6
Dividend Yield
2.21%
P/E Forward (12m)
17.84
Profit Margin
21.84
Return on Equity
40.11
Number of Holdings
50
As of
3/31/26
Taiwan Semiconductor M
2.0%
Novartis AG
2.0%
Sap Ae Drc
2.0%
Rio Tinto Plc
2.0%
Sector Exposure
As of
3/31/26
Financial Services
16.0%
Consumer Cyclical
8.0%
Cyclical
Basic Materials
2.0%
Real Estate
0.0%
Technology
22.0%
Communication Services
8.0%
Industrials
12.0%
Sensitive
Energy
8.0%
Healthcare
14.0%
Consumer Defensive
Defensive
6.0%
Utilities
4.0%
Global Weights
As of
3/31/26
North America
62.0%
Europe Developed
18.0%
Asia Developed
4.0%
Japan
4.0%
Australasia
0.0%
Asia Emerging
6.0%
Africa/Middle east
2.0%
Latin America
4.0%
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