EVANSON ASSET MANAGEMENT, LLC
EVANSON ASSET MANAGEMENT, LLC runs EVANSON ASSET MANAGEMENT, LLC and currently holds 320 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $1.86B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. EVANSON ASSET MANAGEMENT, LLC ranks #812 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, EVANSON ASSET MANAGEMENT, LLC's portfolio at EVANSON ASSET MANAGEMENT, LLC has delivered returns of +21.86%. Their 3-year annualized return is +53.33%. Looking at the 5-year horizon, EVANSON ASSET MANAGEMENT, LLC has achieved +56.33% annualized returns at EVANSON ASSET MANAGEMENT, LLC.
Portfolio Value
$1.86B
Alpha Score
42.9
#812 of 1000
Holdings
320
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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