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EFG

Everest Financial Group Portfolio holdings

AUM $607M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$607M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$6.06M
3
+$5.51M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$5.28M
5
PSLV icon
Sprott Physical Silver Trust
PSLV
+$5.16M

Top Sells

1
+$4.25M
2
+$591K
3
+$240K
4
NXPI icon
NXP Semiconductors
NXPI
+$225K
5
JMEE icon
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
+$216K

Sector Composition

1 Technology 31.52%
2 Communication Services 8.55%
3 Financials 6.55%
4 Consumer Discretionary 5.97%
5 Industrials 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
26
Uber
UBER
$152B
$6.68M 1.1%
92,799
+20,166
CRM icon
27
Salesforce
CRM
$136B
$6.44M 1.06%
34,532
+1,282
IAU icon
28
iShares Gold Trust
IAU
$64B
$6.24M 1.03%
70,726
+124
ETN icon
29
Eaton
ETN
$155B
$6.09M 1%
+17,035
ET icon
30
Energy Transfer Partners
ET
$66.5B
$5.96M 0.98%
308,726
-2,240
GOOG icon
31
Alphabet (Google) Class C
GOOG
$4.35T
$5.86M 0.96%
20,414
+15,846
FLOT icon
32
iShares Floating Rate Bond ETF
FLOT
$9.92B
$5.51M 0.91%
+108,129
DFAC icon
33
Dimensional US Core Equity 2 ETF
DFAC
$47.2B
$5.09M 0.84%
+131,015
PSLV icon
34
Sprott Physical Silver Trust
PSLV
$12.4B
$4.61M 0.76%
+188,965
JPM icon
35
JPMorgan Chase
JPM
$896B
$4.19M 0.69%
14,249
+5,180
MA icon
36
Mastercard
MA
$477B
$3.95M 0.65%
7,914
+3,235
VGT icon
37
Vanguard Information Technology ETF
VGT
$139B
$3.94M 0.65%
+45,144
DAL icon
38
Delta Air Lines
DAL
$60.9B
$3.92M 0.65%
58,939
-1,280
TSLA icon
39
Tesla
TSLA
$1.48T
$3.87M 0.64%
10,411
+1,462
XOM icon
40
ExxonMobil
XOM
$568B
$3.7M 0.61%
21,867
+9,753
FENI icon
41
Fidelity Enhanced International ETF
FENI
$10.3B
$3.43M 0.57%
+92,290
DELL icon
42
Dell
DELL
$255B
$3.41M 0.56%
20,761
+17,302
NOBL icon
43
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$3.39M 0.56%
+63,948
DFUS
44
Dimensional US Equity ETF
DFUS
$20.9B
$3.33M 0.55%
+46,954
DFAI icon
45
Dimensional International Core Equity Market ETF
DFAI
$16.9B
$3.24M 0.53%
+83,108
DUSB icon
46
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.14B
$3.06M 0.5%
+60,381
JPIE icon
47
JPMorgan Income ETF
JPIE
$9.65B
$2.82M 0.47%
61,307
+21,522
IVV icon
48
iShares Core S&P 500 ETF
IVV
$872B
$2.61M 0.43%
+3,995
PVAL icon
49
Putnam Focused Large Cap Value ETF
PVAL
$11.9B
$2.6M 0.43%
55,988
+49,685
TLT icon
50
iShares 20+ Year Treasury Bond ETF
TLT
$39.9B
$2.51M 0.41%
+28,913
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