EFG
Everest Financial Group Portfolio holdings
AUM
$607M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$607M
AUM Growth
+$160M
(+36%)
Holding
202
Top Buys
| 1 | +$9.65M | |
| 2 | +$6.06M | |
| 3 | +$5.51M | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$5.28M |
| 5 |
Sprott Physical Silver Trust
PSLV
|
+$5.16M |
Top Sells
| 1 | +$4.25M | |
| 2 | +$591K | |
| 3 | +$240K | |
| 4 |
NXP Semiconductors
NXPI
|
+$225K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
ON Semiconductor
ON
$44B
| – | – |
-4,425
|
|
||
|
202
NXP Semiconductors
NXPI
$73.6B
| – | – |
-1,036
|
|