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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
12-31-25
YTD
1 Yr
2 Yr
3 Yr
Inception
Evestia Large Cap Growth
10.57%
10.57%
13.05%
-
14.26%
iShares Russell 1000 Growth ETF
18.35%
18.35%
25.52%
-
24.88%
S&P 500
17.89%
17.89%
21.41%
-
20.46%
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
12-31-25
Evestia Large Cap Growth
iShares Russell 1000 Growth ETF
Alpha
-2.91%
0.00
Beta
0.66
1.00
Sharpe Ratio
0.76
1.29
Upside Capture Ratio
61%
100%
Downside Capture Ratio
62%
100%
Standard Deviation
12.09%
15.08%
Risk Adjusted Returns (%)*
As of
12-31-25
Evestia Large Cap Growth
iShares Russell 1000 Growth ETF
*Since Inception
Portfolio
Top 10 Holdings
As of
12-31-25
Alphabet Inc A
3.3%
Apple Inc
3.3%
Broadcom Ltd
3.3%
Mastercard Incorp Common Stock
3.3%
Microsoft Corp
3.3%
NetApp Inc
3.3%
Portfolio Characteristics
Average Market Cap (Bln)
196.6
Dividend Yield
1.15%
P/E Forward (12m)
25.08
Profit Margin
25.78
Return on Equity
55.58
Number of Holdings
30
As of
12-31-25
Nvidia Corp
3.3%
Resmed Inc
3.3%
VISA Inc
3.3%
Zoetis Inc
3.3%
Sector Exposure
Utilities
0.00%
As of
12-31-25
Consumer Defensive
3.3%
Healthcare
13.3%
Communication Services
6.7%
Technology
43.3%
Consumer Cyclical
3.3%
Financial Services
13.3%
Real Estate
0.0%
Basic Materials
3.3%
Industrials
13.3%
Energy
0.0%
Learn more about Evestia's Large Cap Strategies.
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