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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
6/30/26
YTD
1 Yr
2 Yr
3 Yr
Inception
Evestia Large Cap Growth
14.12%
18.23%
14.37%
16.76%
16.76%
iShares Russell 1000 Growth ETF
5.14%
17.44%
17.23%
22.37%
22.37%
S&P 500
10.20%
22.32%
18.70%
20.62%
20.62%
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
6/30/26
Evestia Large Cap Growth
iShares Russell 1000 Growth ETF
Alpha
1.32%
0.00
Beta
0.62
1.00
Sharpe Ratio
0.9
1.04
Upside Capture Ratio
64%
100%
Downside Capture Ratio
61%
100%
Standard Deviation
13.15%
16.45%
Risk Adjusted Returns (%)*
As of
6/30/26
Evestia Large Cap Growth
iShares Russell 1000 Growth ETF
*Since Inception
Portfolio
Top 10 Holdings
As of
6/30/26
Nvidia Corp
3.3%
Apple Inc
3.3%
Alphabet Inc A
3.3%
Microsoft Corp
3.3%
Broadcom Ltd
3.3%
Micron Technology Inc
3.3%
Portfolio Characteristics
Average Market Cap (Bln)
276.1
Dividend Yield
1.00%
P/E Forward (12m)
23.37
Profit Margin
27.58
Return on Equity
61.68
Number of Holdings
30
As of
6/30/26
Eli Lilly and Co
3.3%
Garmin Ltd
3.3%
VISA Inc
3.3%
Lam Research Corp
3.3%
Sector Exposure
As of
6/30/26
Financial Services
10.0%
Consumer Cyclical
6.7%
Cyclical
Basic Materials
3.3%
Real Estate
0.0%
Technology
43.3%
Communication Services
3.3%
Industrials
16.7%
Sensitive
Energy
0.0%
Healthcare
13.3%
Consumer Defensive
Defensive
3.3%
Utilities
0.0%
Global Weights
As of
6/30/26
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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