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EMC

Everest Management Corp Portfolio holdings

AUM $197M
1-Year Est. Return 26.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$7.73M
3
+$4.39M
4
AVGO icon
Broadcom
AVGO
+$3.59M
5
AMAT icon
Applied Materials
AMAT
+$3.1M

Top Sells

1
+$4.27M
2
+$793K
3
+$644K
4
PAAA icon
PGIM AAA CLO ETF
PAAA
+$563K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$443K

Sector Composition

1 Technology 16.57%
2 Communication Services 13.24%
3 Financials 4.8%
4 Consumer Discretionary 3.17%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
26
Walmart Inc
WMT
$954B
$1.48M 0.75%
11,915
+8,957
ORCL icon
27
Oracle
ORCL
$609B
$1.19M 0.6%
8,078
+1,832
PULS icon
28
PGIM Ultra Short Bond ETF
PULS
$16.3B
$1.12M 0.57%
22,698
+888
IVV icon
29
iShares Core S&P 500 ETF
IVV
$835B
$1.12M 0.57%
1,716
-251
JQUA icon
30
JPMorgan US Quality Factor ETF
JQUA
$7.97B
$1.06M 0.54%
17,243
-195
IJS icon
31
iShares S&P Small-Cap 600 Value ETF
IJS
$7.85B
$973K 0.49%
8,216
CPAG
32
F/m Compoundr U.S. Aggregate Bond ETF
CPAG
$140M
$894K 0.45%
+8,751
SPMC
33
Sound Point Meridian Capital
SPMC
$241M
$867K 0.44%
96,819
+17,021
DGS icon
34
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.74B
$775K 0.39%
12,888
+1,242
META icon
35
Meta Platforms (Facebook)
META
$1.49T
$743K 0.38%
1,299
+55
TSLA icon
36
Tesla
TSLA
$1.54T
$716K 0.36%
1,926
+292
INTU icon
37
Intuit
INTU
$83.6B
$709K 0.36%
1,639
+7
CRM icon
38
Salesforce
CRM
$150B
$677K 0.34%
3,629
+255
MU icon
39
Micron Technology
MU
$1.07T
$664K 0.34%
1,965
+1,146
VGIT icon
40
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.8B
$638K 0.32%
10,716
+2,324
LLY icon
41
Eli Lilly
LLY
$1.02T
$622K 0.32%
676
+251
CSCO icon
42
Cisco
CSCO
$489B
$608K 0.31%
7,832
-2,795
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.05T
$548K 0.28%
1,144
+179
VUG icon
44
Vanguard Growth ETF
VUG
$223B
$526K 0.27%
7,218
-2,556
BNDX icon
45
Vanguard Total International Bond ETF
BNDX
$81.5B
$523K 0.26%
10,882
-357
ANET icon
46
Arista Networks
ANET
$197B
$516K 0.26%
4,205
+246
JPM icon
47
JPMorgan Chase
JPM
$834B
$491K 0.25%
1,669
+95
PAAA icon
48
PGIM AAA CLO ETF
PAAA
$10.2B
$486K 0.25%
9,487
-10,957
AMD icon
49
Advanced Micro Devices
AMD
$800B
$451K 0.23%
2,218
+283
COST icon
50
Costco
COST
$432B
$432K 0.22%
434
+78
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