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Investment Objective
The Evestia Mega Cap Growth SMA equally weights 20 well-established, market leading
companies that have already achieved a considerable size but still have room for
expansion. The focus is on capital appreciation using high-quality names for a smoother ride.
Performance
As of
3-31-25
YTD
1 Yr
2 Yr
3 Yr
Inception
Evestia Mega Cap Growth
-4.91%
5.30%
19.78%
-
19.21%
iShares Russell Top 200 Growth
-10.24%
8.60%
23.92%
-
20.34%
S&P 500
-4.27%
8.28%
18.59%
-
16.27%
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
3-31-25
Evestia Mega Cap Growth
iShares Russell Top 200 Growth
Alpha
1.47%
0.00
Beta
0.83
1.00
Sharpe Ratio
0.81
0.83
Upside Capture Ratio
74%
100%
Downside Capture Ratio
70%
100%
Standard Deviation
17.16%
18.10%
Risk Adjusted Returns (%)*
As of
3-31-25
Evestia Mega Cap Growth
iShares Russell Top 200 Growth
*Since Inception
Portfolio
Top 10 Holdings
As of
3-31-25
Alphabet Inc A
5.0%
Apple Inc
5.0%
Broadcom Ltd
5.0%
Costco Wholesale Corp
5.0%
Eli Lilly and Co
5.0%
Home Depot Inc (The)
5.0%
Portfolio Characteristics
Average Market Cap (Bln)
388.0
Dividend Yield
1.22%
P/E Forward (12m)
21.46
5 Yr Growth
18.87
Return on Equity
47.20
Number of Holdings
20
As of
3-31-25
Meta Platforms Inc
5.0%
Microsoft Corp
5.0%
Nvidia Corp
5.0%
VISA Inc
5.0%
Sector Exposure
Utilities
0.0%
As of
3-31-25
Consumer Defensive
5.0%
Healthcare
10.00%
Communication Services
10.0%
Technology
45.0%
Consumer Cyclical
10.0%
Financial Services
15.0%
Real Estate
0.0%
Basic Materials
0.0%
Industrials
5.0%
Energy
0.0%
Learn more about Evestia's Mega Cap Strategies.
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