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EC

Everest Capital Portfolio holdings

AUM $5.95M
This Fund
S&P 500
This Quarter Est. Return
-0.26%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.11M
AUM Growth
–
Cap. Flow
+$4.05M
Cap. Flow %
98.54%
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–

Top Buys

1
PM icon
Philip Morris
PM
+$1.99M
2
EXR icon
Extra Space Storage
EXR
+$1.03M
3
PSA icon
Public Storage
PSA
+$1.03M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 50.52%
2 Consumer Staples 49.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
1
Philip Morris
PM
$282B
$2.03M 49.48%
+20,000
New +$1.99M
EXR icon
2
Extra Space Storage
EXR
$30.6B
$1.05M 25.66%
+11,400
New +$1.03M
PSA icon
3
Public Storage
PSA
$55.3B
$1.02M 24.86%
+4,000
New +$1.03M

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