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EA
Evergreen Advisors Portfolio holdings
AUM
$426M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$426M
AUM Growth
+$15.8M
(+3.8%)
Holding
168
Top Buys
| 1 | +$2.96M | |
| 2 | +$2.61M | |
| 3 | +$1.28M | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.26M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.01M |
Top Sells
| 1 | +$580K | |
| 2 | +$354K | |
| 3 | +$12.1K | |
| 4 |
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 | |
|---|---|---|---|---|---|---|
151
Allstate
ALL
$55.4B
| $1.24K | ﹤0.01% |
+6
|
|
||
152
Booz Allen Hamilton
BAH
$9.44B
| $1.24K | ﹤0.01% |
+16
|
|
||
153
Joby Aviation
JOBY
$9.52B
| $1.12K | ﹤0.01% |
+136
|
|
||
154
Carrier Global
CARR
$56B
| $1.03K | ﹤0.01% |
+18
|
|
||
155
Charter Communications
CHTR
$16.1B
| $864 | ﹤0.01% |
+4
|
|
||
156
First United
FUNC
$259M
| $843 | ﹤0.01% |
+23
|
|
||
|
ETHE
157
Grayscale Ethereum Staking ETF Shares
ETHE
$1.37B
| $819 | ﹤0.01% |
+48
|
|
||
158
Ford
F
$60.1B
| $750 | ﹤0.01% |
+65
|
|
||
159
Otis Worldwide
OTIS
$26.7B
| $675 | ﹤0.01% |
+9
|
|
||
160
Warner Bros
WBD
$66.6B
| $604 | ﹤0.01% |
+22
|
|
||
161
Regions Financial
RF
$24.3B
| $575 | ﹤0.01% |
+22
|
|
||
162
Ramaco Resources Class A
METC
$997M
| $464 | ﹤0.01% |
+30
|
|
||
163
Viatris
VTRS
$18.5B
| $436 | ﹤0.01% |
+32
|
|
||
164
Chewy
CHWY
$8.26B
| $270 | ﹤0.01% |
+10
|
|
||
165
Bank of America
BAC
$382B
| $261 | ﹤0.01% |
+5
|
|
||
166
Invesco NASDAQ 100 ETF
QQQM
$94.7B
| $238 | ﹤0.01% |
+1
|
|
||
167
Vanguard Small-Cap Value ETF
VBR
$35.6B
| $230 | ﹤0.01% |
+1
|
|
||
168
Krispy Kreme
DNUT
$640M
| $10 | ﹤0.01% |
+3
|
|