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Evestia Target Risk Series

Evestia Target Risk
0/100

Inception Date

11-1-2021

0% Stocks

100% Bonds

Global Stocks

50

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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 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%

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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