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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
XOM icon
51
Exxon Mobil
XOM
$629B
$423K 0.21%
2,496
+166
VEA icon
52
Vanguard FTSE Developed Markets ETF
VEA
$225B
$399K 0.2%
6,224
+37
IEMG icon
53
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$369K 0.19%
5,286
+856
JNJ icon
54
Johnson & Johnson
JNJ
$559B
$306K 0.15%
1,250
+81
ABBV icon
55
AbbVie
ABBV
$394B
$297K 0.15%
1,364
+303
VGT icon
56
Vanguard Information Technology ETF
VGT
$143B
$294K 0.15%
3,376
DFAX icon
57
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
$292K 0.15%
8,585
SCHF icon
58
Schwab International Equity ETF
SCHF
$64.6B
$272K 0.14%
11,008
+458
IVW icon
59
iShares S&P 500 Growth ETF
IVW
$73.5B
$272K 0.14%
2,408
EWX icon
60
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$715M
$269K 0.14%
4,074
PLTR icon
61
Palantir
PLTR
$327B
$269K 0.14%
1,841
+497
NFLX icon
62
Netflix
NFLX
$348B
$257K 0.13%
2,676
+275
DEHP icon
63
Dimensional Emerging Markets High Profitability ETF
DEHP
$428M
$249K 0.13%
+7,358
MA icon
64
Mastercard
MA
$429B
$244K 0.12%
489
+14
BAC icon
65
Bank of America
BAC
$381B
$235K 0.12%
4,811
+774
HD icon
66
Home Depot
HD
$309B
$233K 0.12%
+709
GE icon
67
GE Aerospace
GE
$336B
$232K 0.12%
+818
GEV icon
68
GE Vernova
GEV
$251B
$215K 0.11%
+246
ZS icon
69
Zscaler
ZS
$20.9B
$215K 0.11%
+1,529
BMY icon
70
Bristol-Myers Squibb
BMY
$113B
$210K 0.11%
+3,469
KLAC icon
71
KLA
KLAC
$275B
$208K 0.11%
+141
WDC icon
72
Western Digital
WDC
$182B
$206K 0.1%
+761
MUB icon
73
iShares National Muni Bond ETF
MUB
$45.2B
– –
-6,015
SNPS icon
74
Synopsys
SNPS
$90.7B
– –
-449
SPY icon
75
State Street SPDR S&P 500 ETF Trust
SPY
$771B
– –
-544
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