EC

Everest Capital Portfolio holdings

AUM $5.95M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$298K
3
+$206K
4
PHM icon
Pultegroup
PHM
+$191K
5
KBH icon
KB Home
KBH
+$182K

Top Sells

1
+$2.21M
2
+$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
$304K 25.74%
+9,500
2
$298K 25.23%
+6,408
3
$206K 17.44%
+6,200
4
$191K 16.17%
+10,700
5
$182K 15.41%
+14,800
6
– –
-62,400
7
– –
-13,300