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EC
Everest Capital Portfolio holdings
AUM
$5.95M
This Fund
S&P 500
This Quarter
Est. Return
-0.01%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.18M
AUM Growth
-$2.06M
(-64%)
Cap. Flow
-$2.02M
Cap. Flow
% of AUM
-171.05%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
7
New
5
Increased
–
Reduced
–
Closed
2
Top Buys
| 1 |
Lennar Class A
LEN
|
+$305K |
| 2 |
D.R. Horton
DHI
|
+$296K |
| 3 |
Toll Brothers
TOL
|
+$221K |
| 4 |
Pultegroup
PHM
|
+$200K |
| 5 |
KB Home
KBH
|
+$199K |
Top Sells
| 1 |
iShares China Large-Cap ETF
FXI
|
+$2.21M |
| 2 |
Pricesmart
PSMT
|
+$1.03M |
Sector Composition
| 1 | Consumer Discretionary | 100% |
| 2 | Consumer Staples | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
D.R. Horton
DHI
$43B
| $304K | 25.74% |
+9,500
| New | +$296K |
|
|
2
Lennar Class A
LEN
$20.5B
| $298K | 25.23% |
+6,408
| New | +$305K |
|
|
3
Toll Brothers
TOL
$14.3B
| $206K | 17.44% |
+6,200
| New | +$221K |
|
|
4
Pultegroup
PHM
$23.9B
| $191K | 16.17% |
+10,700
| New | +$200K |
|
|
5
KB Home
KBH
$3.46B
| $182K | 15.41% |
+14,800
| New | +$199K |
|
|
6
iShares China Large-Cap ETF
FXI
$4.62B
| – | – |
-62,400
| Closed | -$2.21M |
|
|
7
Pricesmart
PSMT
$5.82B
| – | – |
-13,300
| Closed | -$1.03M |
|
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