We are live on ! Find out more
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 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
BKLC icon
101
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.35B
$18.5K ﹤0.01%
+148
FTEC icon
102
Fidelity MSCI Information Technology Index ETF
FTEC
$20.6B
$18.1K ﹤0.01%
+87
SBUX icon
103
Starbucks
SBUX
$108B
$17.6K ﹤0.01%
+197
T icon
104
AT&T
T
$157B
$16.7K ﹤0.01%
+576
LUV icon
105
Southwest Airlines
LUV
$20.1B
$16.5K ﹤0.01%
+439
KO icon
106
Coca-Cola
KO
$341B
$16.4K ﹤0.01%
+216
FXR icon
107
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$676M
$15.4K ﹤0.01%
+189
HAL icon
108
Halliburton
HAL
$33.6B
$15.4K ﹤0.01%
+396
FISV
109
Fiserv Inc
FISV
$28.5B
$15.1K ﹤0.01%
+270
FHLC icon
110
Fidelity MSCI Health Care Index ETF
FHLC
$3.03B
$15K ﹤0.01%
+214
VV icon
111
Vanguard Large-Cap ETF
VV
$52B
$14.7K ﹤0.01%
+49
EMR icon
112
Emerson Electric
EMR
$78B
$14.7K ﹤0.01%
+112
PSX icon
113
Phillips 66
PSX
$73.1B
$14.2K ﹤0.01%
+78
XLE icon
114
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$12.4K ﹤0.01%
+202
RIOT icon
115
Riot Platforms
RIOT
$9.72B
$12.4K ﹤0.01%
+1,000
GEHC icon
116
GE HealthCare
GEHC
$29.3B
$11.1K ﹤0.01%
+156
CCL icon
117
Carnival Corporation Ltd
CCL
$37.4B
$10.4K ﹤0.01%
+400
FNDX icon
118
Schwab Fundamental US Large Company Index ETF
FNDX
$25.4B
$10.1K ﹤0.01%
+361
SPYG icon
119
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52B
$9.3K ﹤0.01%
+95
TSN icon
120
Tyson Foods
TSN
$20.3B
$8.92K ﹤0.01%
+139
FNCL icon
121
Fidelity MSCI Financials Index ETF
FNCL
$2.19B
$8.54K ﹤0.01%
+122
PFE icon
122
Pfizer
PFE
$146B
$8.47K ﹤0.01%
+302
COWZ icon
123
Pacer US Cash Cows 100 ETF
COWZ
$18.1B
$8.46K ﹤0.01%
+135
MARA icon
124
Marathon Digital Holdings
MARA
$5.13B
$8.16K ﹤0.01%
+1,000
PSCE icon
125
Invesco S&P SmallCap Energy ETF
PSCE
$119M
$7.36K ﹤0.01%
+121