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Separately Managed Account (SMA)

Evestia Mega Cap Value

Inception Date:

9/1/22

Holdings

20

Alpha

-3.42%

Beta

0.95

Mkt Cap

185

Div Yld

3.13%

Data as of:

3/31/26

Investment Objective

The Evestia Mega Cap Value SMA equally weights 20 stocks of well-established companies paying consistent dividends. These companies are often associated with stability and reliability. Investing in such stocks can provide a steady income stream from the dividends they distribute.

Performance

As of

3/31/26

YTD

1 Yr

2 Yr

3 Yr

Inception

Evestia Mega Cap Value

6.12%

4.00%

5.44%

7.55%

9.23%

iShares Russell Top 200 Value ETF

1.28%

14.74%

12.20%

14.70%

13.61%

S&P 500

-4.33%

17.80%

12.94%

18.32%

16.70%

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 Mega Cap Value

iShares Russell Top 200 Value ETF

Alpha

-3.42%

0.00

Beta

0.95

1.00

Sharpe Ratio

0.32

0.64

Upside Capture Ratio

84%

100%

Downside Capture Ratio

86%

100%

Standard Deviation

14.34%

13.60%

Risk Adjusted Returns (%)*

As of

3/31/26

Evestia Mega Cap Value

iShares Russell Top 200 Value ETF

*Since Inception

Portfolio

Top 10 Holdings

As of

3/31/26

Exxon Mobil Corp

5.0%

Johnson & Johnson

5.0%

Chevron Corp

5.0%

Procter & Gamble Co (T

5.0%

Home Depot Inc (The)

5.0%

Merck & Co Inc

5.0%

Portfolio Characteristics

Average Market Cap (Bln)

185

Dividend Yield

3.13%

P/E Forward (12m)

17.85

Profit Margin

15.29

Return on Equity

36.75

Number of Holdings

20

As of

3/31/26

UnitedHealth Group Inc

5.0%

Pepsico Inc

5.0%

Abbott Laboratories

5.0%

TJX Companies Inc (The

5.0%

Sector Exposure

As of

3/31/26

Financial Services

10.0%

Consumer Cyclical

10.0%

Cyclical

Basic Materials

0.0%

Real Estate

0.0%

Technology

10.0%

Communication Services

5.0%

Industrials

15.0%

Sensitive

Energy

15.0%

Healthcare

25.0%

Consumer Defensive

Defensive

10.0%

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 Mega 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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