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Separately Managed Account (SMA)

Evestia Mid Cap Value

Inception Date:

7/1/23

Holdings

30

Alpha

4.90%

Beta

0.61

Mkt Cap

20.6

Div Yld

2.23%

Data as of:

6/30/26

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

6/30/26

YTD

1 Yr

2 Yr

3 Yr

Inception

Evestia Mid Cap Value

13.35%

26.35%

21.65%

17.12%

17.12%

iShares Russell Mid-Cap Value ETF

17.41%

26.42%

18.58%

16.28%

16.28%

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 Mid Cap Value

iShares Russell Mid-Cap Value ETF

Alpha

4.90%

0.00

Beta

0.61

1.00

Sharpe Ratio

1.11

0.77

Upside Capture Ratio

65%

100%

Downside Capture Ratio

57%

100%

Standard Deviation

10.96%

14.79%

Risk Adjusted Returns (%)*

As of

6/30/26

Evestia Mid Cap Value

iShares Russell Mid-Cap Value ETF

*Since Inception

Portfolio

Top 10 Holdings

As of

6/30/26

Everest Group Ltd

3.3%

Allstate Corp (The)

3.3%

Hartford Insurance Gro

3.3%

Archer-Daniels-Midland

3.3%

Atmos Energy Corp

3.3%

Halliburton Co

3.3%

Portfolio Characteristics

Average Market Cap (Bln)

20.6

Dividend Yield

2.23%

P/E Forward (12m)

14.71

Profit Margin

10.8

Return on Equity

18.37

Number of Holdings

30

As of

6/30/26

Cincinnati Financial C

3.3%

W.R. Berkley Corp

3.3%

Dollar General Corp

3.3%

J.B. Hunt Transport Se

3.3%

Sector Exposure

As of

6/30/26

Financial Services

23.3%

Consumer Cyclical

6.7%

Cyclical

Basic Materials

3.3%

Real Estate

3.3%

Technology

3.3%

Communication Services

3.3%

Industrials

16.7%

Sensitive

Energy

3.3%

Healthcare

6.7%

Consumer Defensive

Defensive

16.7%

Utilities

13.3%

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 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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