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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
DIHP icon
76
Dimensional International High Profitability ETF
DIHP
$6.31B
$1.32M 0.22%
+40,930
MRK icon
77
Merck
MRK
$320B
$1.26M 0.21%
+10,475
PG icon
78
Procter & Gamble
PG
$353B
$1.21M 0.2%
+8,404
VHT icon
79
Vanguard Health Care ETF
VHT
$18.3B
$1.21M 0.2%
4,432
-79
XLV icon
80
State Street Health Care Select Sector SPDR ETF
XLV
$41.7B
$1.19M 0.2%
8,110
+4,233
AMLP icon
81
Alerian MLP ETF
AMLP
$12.2B
$1.17M 0.19%
+22,300
DFIV icon
82
Dimensional International Value ETF
DFIV
$20.2B
$1.16M 0.19%
+21,990
DFAE icon
83
Dimensional Emerging Core Equity Market ETF
DFAE
$9.5B
$1.15M 0.19%
+34,028
KO icon
84
Coca-Cola
KO
$362B
$1.08M 0.18%
+14,234
USB icon
85
US Bancorp
USB
$96.2B
$1.06M 0.17%
20,427
+3,668
VZ icon
86
Verizon
VZ
$178B
$1.05M 0.17%
+20,967
MS icon
87
Morgan Stanley
MS
$337B
$1.03M 0.17%
6,231
+165
DFAS icon
88
Dimensional US Small Cap ETF
DFAS
$15.1B
$1.02M 0.17%
+14,381
BKNG icon
89
Booking.com
BKNG
$143B
$1.01M 0.17%
+6,000
TGT icon
90
Target
TGT
$59.1B
$1M 0.17%
+8,287
HSBC icon
91
HSBC
HSBC
$332B
$995K 0.16%
12,067
C icon
92
Citigroup
C
$239B
$989K 0.16%
8,720
+2,340
RSPT icon
93
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.5B
$959K 0.16%
+21,191
SLV icon
94
iShares Silver Trust
SLV
$29.4B
$951K 0.16%
13,957
+7,010
FIIG icon
95
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$672M
$934K 0.15%
+45,000
XLK icon
96
State Street Technology Select Sector SPDR ETF
XLK
$118B
$920K 0.15%
6,921
+4,619
FSIG icon
97
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.56B
$919K 0.15%
+48,500
XEL icon
98
Xcel Energy
XEL
$51.2B
$861K 0.14%
10,839
+5,436
RPV icon
99
Invesco S&P 500 Pure Value ETF
RPV
$1.88B
$801K 0.13%
+7,461
CB icon
100
Chubb
CB
$140B
$793K 0.13%
+2,432
2 3
4
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