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Evestia Target Risk Series

Evestia Target Risk
0/100

Inception Date

9-1-2022

0% Stocks

100% Bonds

Global Stocks

0

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Investment Objective

The Evestia Target Risk Series provides eleven solutions to precisely target the risk levels of your clients. This series equally weights 50-70 high-quality global stocks paired with bond ETF's diversified across corporate, treasury, mortgage, muni, inflation protected, and international sectors. Unlike competitors, the lower risk solutions use ultra-short bonds to reduce duration risk even further.

Global Stock Portfolio

Top US / Int'l Stocks

As of

9-30-25

Microsoft Corp

3.00%

Home Depot Inc (The)

3.00%

VISA Inc

3.00%

Taiwan Semiconductor Manufacturing CoLtd

1.50%

Novo Nordisk A/S

1.50%

Portfolio Characteristics

Average Market Cap (Bln)

207.9

Dividend Yield

1.88%

P/E Forward (12m)

19.52

Profit Margin

23.4

Return on Equity

52.56

Number of Holdings

58

As of

9-30-25

Sector Exposure

Utilities

1.50%

As of

9-30-25

Consumer Defensive

5.5%

Healthcare

12.50%

Communication Services

10.0%

Technology

35.5%

Consumer Cyclical

9.5%

Financial Services

12.5%

Real Estate

0.0%

Basic Materials

2.5%

Industrials

6.5%

Energy

4.0%

Global Weights

As of

9-30-25

North America

73.5%

Europe Developed

14.5%

Asia Developed

1.5%

Japan

1.5%

Australasia

0.0%

Asia Emerging

4.5%

Africa/Middle east

1.5%

Latin America

3.0%

Find out how Evestia can help you move forward.

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344 W Brigham Rd

St. George, Utah 84790

Company

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.

© 2023 by Evestia

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