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
$157M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$600K
3
+$516K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$487K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$448K

Top Sells

1
+$1.18M
2
+$1.08M
3
+$367K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$338K
5
ZS icon
Zscaler
ZS
+$315K

Sector Composition

1 Communication Services 14.14%
2 Technology 13.92%
3 Financials 2.93%
4 Consumer Discretionary 1.73%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.71%
21,672
+10,050
27
$1.1M 0.7%
17,429
+6
28
$1.05M 0.67%
27,768
+4,202
29
$944K 0.6%
1,286
+27
30
$859K 0.55%
16,937
+2,442
31
$853K 0.54%
1,917
+45
32
$799K 0.51%
3,370
-37
33
$781K 0.5%
9,768
34
$664K 0.42%
11,635
+2,028
35
$641K 0.41%
6,015
-3,230
36
$549K 0.35%
3,767
+22
37
$538K 0.34%
10,882
38
$532K 0.34%
1,688
+49
39
$523K 0.33%
4,468
40
$517K 0.33%
1,029
+38
41
$460K 0.29%
1,259
42
$380K 0.24%
571
+1
43
$371K 0.24%
6,187
+1,937
44
$363K 0.23%
3,030
+30
45
$357K 0.23%
386
-13
46
$325K 0.21%
426
-4
47
$322K 0.21%
1,989
+42
48
$315K 0.2%
3,376
+296
49
$303K 0.19%
533
+11
50
$297K 0.19%
4,498
+882
1
2
3