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Evestia Target Risk
0/100
Inception Date
11-1-2021
0% Stocks
100% Bonds
Global Stocks
50

Investment Objective
The Evestia Target Risk Series provides eleven solutions to precisely target the risk levels of your clients. This series equally weights 50 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 10 Holdings
As of
3-31-25
Banco Santander Chile
2.0%
Eli Lilly and Co
2.0%
Honda Motor Co Ltd
2.0%
Kimberly-Clark Corp
2.0%
Microsoft Corp
2.0%
Nvidia Corp
2.0%
Portfolio Characteristics
Average Market Cap (Bln)
106.9
Dividend Yield
2.27%
P/E Forward (12m)
16.24
5 Yr Growth
11.08
Return on Equity
28.69
Number of Holdings
50
As of
3-31-25
Sap Ae Drc
2.0%
Taiwan Semiconductor Manufacturing CoLtd
2.0%
Target Corp
2.0%
VISA Inc
2.0%
Sector Exposure
Utilities
2.00%
As of
3-31-25
Consumer Defensive
12.0%
Healthcare
16.00%
Communication Services
10.0%
Technology
22.0%
Consumer Cyclical
6.0%
Financial Services
10.0%
Real Estate
0.0%
Basic Materials
4.0%
Industrials
12.0%
Energy
6.0%
Global Weights
As of
3-31-25
North America
62.0%
Europe Developed
22.0%
Asia Developed
2.0%
Japan
2.0%
Australasia
0.0%
Asia Emerging
6.0%
Africa/Middle east
2.0%
Latin America
4.0%
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