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Separately Managed Account (SMA)

Evestia Mid Cap Value

Alpha

5.37%

As of

12-31-25

Beta

YTD Return (Net)

0.6

20.37%

As of

12-31-25

As of

12-31-25

Inception Date

7-1-2023

Investment Objective

The Evestia Mid Cap Value SMA equally weights 30 smaller stocks within the S&P 500 trading at a discount to the market with greater potential upside. Unlike traditional value strategies, this strategy makes quality and risk reduction key priorities for added stability.

Performance

As of

12-31-25

YTD

1 Yr

2 Yr

3 Yr

Inception

Evestia Mid Cap Value

20.37%

20.37%

17.17%

-

15.28%

iShares Russell Mid-Cap Value ETF

10.80%

10.80%

11.86%

-

12.39%

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 Mid Cap Value

iShares Russell Mid-Cap Value ETF

Alpha

5.37%

0.00

Beta

0.6

1.00

Sharpe Ratio

0.95

0.5

Upside Capture Ratio

68%

100%

Downside Capture Ratio

60%

100%

Standard Deviation

10.75%

14.86%

Risk Adjusted Returns (%)*

As of

12-31-25

Evestia Mid Cap Value

iShares Russell Mid-Cap Value ETF

*Since Inception

Portfolio

Top 10 Holdings

As of

12-31-25

Allstate Corp (The)

3.3%

Archer-Daniels-Midland Co

3.3%

Atmos Energy Corp

3.3%

Evergy Inc

3.3%

Fox Corp

3.3%

Genuine Parts Co

3.3%

Portfolio Characteristics

Average Market Cap (Bln)

20.8

Dividend Yield

2.26%

P/E Forward (12m)

14.02

Profit Margin

9.4

Return on Equity

16.85

Number of Holdings

30

As of

12-31-25

J.B. Hunt Transport Services Inc

3.3%

Kroger Co (The)

3.3%

Packaging Corp of America

3.3%

Snap-On Inc

3.3%

Sector Exposure

Utilities

13.30%

As of

12-31-25

Consumer Defensive

20.0%

Healthcare

10.00%

Communication Services

3.3%

Technology

3.3%

Consumer Cyclical

10.0%

Financial Services

16.7%

Real Estate

0.0%

Basic Materials

3.3%

Industrials

16.7%

Energy

3.3%

Learn more about Evestia's Mid 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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