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Investment Objective
The Evestia Large Cap Growth SMA equally weights 30 stocks of high quality companies expected to experience above-average growth rates compared to the broader market. The focus is on capital appreciation rather than dividend income.
Performance
As of
3/31/26
YTD
1 Yr
2 Yr
3 Yr
Inception
Evestia Large Cap Growth
-2.66%
11.07%
7.66%
-
11.77%
iShares Russell 1000 Growth ETF
-9.82%
18.56%
12.97%
-
17.87%
S&P 500
-4.33%
17.80%
12.94%
-
16.54%
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 Large Cap Growth
iShares Russell 1000 Growth ETF
Alpha
-1.05%
0.00
Beta
0.65
1.00
Sharpe Ratio
0.54
0.83
Upside Capture Ratio
63%
100%
Downside Capture Ratio
62%
100%
Standard Deviation
12.72%
15.42%
Risk Adjusted Returns (%)*
As of
3/31/26
Evestia Large Cap Growth
iShares Russell 1000 Growth ETF
*Since Inception
Portfolio
Top 10 Holdings
As of
3/31/26
Nvidia Corp
3.3%
Apple Inc
3.3%
Microsoft Corp
3.3%
Alphabet Inc A
3.3%
Broadcom Ltd
3.3%
Meta Platforms Inc
3.3%
Portfolio Characteristics
Average Market Cap (Bln)
258.9
Dividend Yield
1.04%
P/E Forward (12m)
25.75
Profit Margin
26.52
Return on Equity
70.65
Number of Holdings
30
As of
3/31/26
Eli Lilly and Co
3.3%
VISA Inc
3.3%
Mastercard Incorp Comm
3.3%
Caterpillar Inc
3.3%
Sector Exposure
As of
3/31/26
Financial Services
10.0%
Consumer Cyclical
3.3%
Cyclical
Basic Materials
3.3%
Real Estate
0.0%
Technology
40.0%
Communication Services
6.7%
Industrials
20.0%
Sensitive
Energy
0.0%
Healthcare
13.3%
Consumer Defensive
Defensive
3.3%
Utilities
0.0%
Global Weights
As of
3/31/26
North America
100.0%
Europe Developed
0.0%
Asia Developed
0.0%
Japan
0.0%
Australasia
0.0%
Asia Emerging
0.0%
Africa/Middle east
0.0%
Latin America
0.0%
Learn more about Evestia's Large Cap Strategies.
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