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Evestia Target Risk
0/100
Inception Date
9-1-2022
0% Stocks
100% Bonds
Global Stocks
0
1
RISK
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
12-31-25
Eli Lilly and Co
3.00%
Microsoft Corp
3.00%
VISA Inc
3.00%
Novo Nordisk A/S
1.50%
Taiwan Semiconductor Manufacturing CoLtd
1.50%
Portfolio Characteristics
Average Market Cap (Bln)
196
Dividend Yield
1.83%
P/E Forward (12m)
19.81
Profit Margin
23.53
Return on Equity
31.88
Number of Holdings
60
As of
12-31-25
Sector Exposure
Utilities
1.50%
As of
12-31-25
Consumer Defensive
5.5%
Healthcare
14.50%
Communication Services
9.0%
Technology
35.5%
Consumer Cyclical
8.5%
Financial Services
12.5%
Real Estate
0.0%
Basic Materials
2.5%
Industrials
6.5%
Energy
4.0%
Global Weights
As of
12-31-25
North America
72.0%
Europe Developed
16.0%
Asia Developed
1.5%
Japan
1.5%
Australasia
0.0%
Asia Emerging
4.5%
Africa/Middle east
1.5%
Latin America
3.0%
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