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EA

Evergreen Advisors Portfolio holdings

AUM $426M
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
$426M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.61M
3
+$1.28M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.26M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.01M

Top Sells

1
+$580K
2
+$354K
3
+$12.1K
4
AAPL icon
Apple
AAPL
+$8.07K

Sector Composition

1 Technology 0.67%
2 Financials 0.38%
3 Consumer Discretionary 0.24%
4 Industrials 0.14%
5 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.05T
$190K 0.04%
+396
IYW icon
27
iShares US Technology ETF
IYW
$24.5B
$188K 0.04%
1,038
AMZN icon
28
Amazon
AMZN
$2.64T
$170K 0.04%
+818
WMT icon
29
Walmart Inc
WMT
$953B
$160K 0.04%
+1,288
CVX icon
30
Chevron
CVX
$377B
$149K 0.04%
+720
CAT icon
31
Caterpillar
CAT
$417B
$149K 0.04%
+210
PNFP icon
32
Pinnacle Financial Partners Inc
PNFP
$14.6B
$138K 0.03%
+1,604
PNC icon
33
PNC Financial Services
PNC
$91.2B
$137K 0.03%
+660
GE icon
34
GE Aerospace
GE
$336B
$135K 0.03%
+476
JPM icon
35
JPMorgan Chase
JPM
$836B
$129K 0.03%
+439
LLY icon
36
Eli Lilly
LLY
$1.03T
$118K 0.03%
+128
PLTR icon
37
Palantir
PLTR
$325B
$117K 0.03%
+800
IWF icon
38
iShares Russell 1000 Growth ETF
IWF
$128B
$115K 0.03%
+1,076
ORCL icon
39
Oracle
ORCL
$610B
$110K 0.03%
+751
VYM icon
40
Vanguard High Dividend Yield ETF
VYM
$78.3B
$102K 0.02%
+692
INTC icon
41
Intel
INTC
$554B
$102K 0.02%
+2,313
GEV icon
42
GE Vernova
GEV
$253B
$100K 0.02%
+115
MHK icon
43
Mohawk Industries
MHK
$6.22B
$98.5K 0.02%
+1,000
UCB
44
United Community Banks
UCB
$3.99B
$92.8K 0.02%
+2,949
TSM icon
45
TSMC
TSM
$2.22T
$90.6K 0.02%
+268
JNJ icon
46
Johnson & Johnson
JNJ
$556B
$89.6K 0.02%
+367
GOOG icon
47
Alphabet (Google) Class C
GOOG
$4.39T
$87.5K 0.02%
+305
IVV icon
48
iShares Core S&P 500 ETF
IVV
$837B
$83K 0.02%
+127
C icon
49
Citigroup
C
$229B
$80.7K 0.02%
+712
BILL icon
50
BILL Holdings
BILL
$3.53B
$76.6K 0.02%
+2,000
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