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Separately Managed Account (SMA)

Evestia Large Cap Value

Inception Date:

1/1/22

Holdings

30

Alpha

2.51%

Beta

0.75

Mkt Cap

87.9

Div Yld

2.88%

Data as of:

3/31/26

Investment Objective

The Evestia Large Cap Value SMA equally weights 30 stocks of high quality companies that are trading at a discount to the market and paying consistent dividends. Unlike traditional value strategies, this strategy makes risk reduction a key priority for added stability and reliability.

Performance

As of

3/31/26

YTD

1 Yr

2 Yr

3 Yr

Inception

Evestia Large Cap Value

9.80%

19.44%

16.19%

12.47%

9.60%

iShares Russell 1000 Value ETF

1.96%

15.54%

11.22%

14.10%

7.93%

S&P 500

-4.33%

17.80%

12.94%

18.32%

9.28%

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 Value

iShares Russell 1000 Value ETF

Alpha

2.51%

0.00

Beta

0.75

1.00

Sharpe Ratio

0.41

0.25

Upside Capture Ratio

71%

100%

Downside Capture Ratio

67%

100%

Standard Deviation

13.34%

15.09%

Risk Adjusted Returns (%)*

As of

3/31/26

Evestia Large Cap Value

iShares Russell 1000 Value ETF

*Since Inception

Portfolio

Top 10 Holdings

As of

3/31/26

Exxon Mobil Corp

3.3%

Johnson & Johnson

3.3%

Walmart Inc

3.3%

Chevron Corp

3.3%

Procter & Gamble Co (T

3.3%

Merck & Co Inc

3.3%

Portfolio Characteristics

Average Market Cap (Bln)

87.9

Dividend Yield

2.88%

P/E Forward (12m)

15.3

Profit Margin

11.08

Return on Equity

26.76

Number of Holdings

30

As of

3/31/26

Pepsico Inc

3.3%

Verizon Communications

3.3%

Bristol-Myers Squibb C

3.3%

Lockheed Martin Corp

3.3%

Sector Exposure

As of

3/31/26

Financial Services

16.7%

Consumer Cyclical

3.3%

Cyclical

Basic Materials

0.0%

Real Estate

0.0%

Technology

0.0%

Communication Services

6.7%

Industrials

10.0%

Sensitive

Energy

6.7%

Healthcare

13.3%

Consumer Defensive

Defensive

26.7%

Utilities

16.7%

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.

Find out how Evestia can help you move forward.

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344 W Brigham Rd

St. George, Utah 84790

Investment advisory services are offered through Evestia LLC, a Securities and Exchange Commission (SEC) registered investment adviser. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance.

© 2025 by Evestia

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