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EC
Everest Capital Portfolio holdings
AUM
$5.95M
This Fund
S&P 500
This Quarter
Est. Return
-1.38%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$5.95M
AUM Growth
+$1.84M
(+45%)
Cap. Flow
+$2.14M
Cap. Flow
% of AUM
35.91%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
2
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
LSI
Life Storage, Inc.
LSI
|
+$1.08M |
| 2 |
Alibaba
BABA
|
+$1.06M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 47.05% |
| 2 | Consumer Staples | 32.68% |
| 3 | Consumer Discretionary | 20.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Philip Morris
PM
$282B
| $1.94M | 32.68% |
20,000
| – | – |
|
|
2
Alibaba
BABA
$282B
| $1.21M | 20.27% |
+11,400
| New | +$1.06M |
|
|
LSI
3
DELISTED
Life Storage, Inc.
LSI
| $1M | 16.83% |
+16,875
| New | +$1.08M |
|
4
Extra Space Storage
EXR
$30.6B
| $905K | 15.21% |
11,400
| – | – |
|
5
Public Storage
PSA
$55.3B
| $893K | 15.01% |
4,000
| – | – |
|
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