EFA

Evernest Financial Advisors Portfolio holdings

AUM $357M
1-Year Est. Return 17.81%
This Quarter Est. Return
1 Year Est. Return
+17.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.73M
3
+$1.66M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.58M
5
LAKE icon
Lakeland Industries
LAKE
+$1.35M

Top Sells

1
+$37.6M
2
+$25.1M
3
+$15.6M
4
CASY icon
Casey's General Stores
CASY
+$12.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.31M

Sector Composition

1 Technology 10.54%
2 Healthcare 5.66%
3 Financials 5.53%
4 Consumer Discretionary 3.65%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 0.74%
6,577
-428
27
$1.96M 0.7%
23,894
+3,494
28
$1.95M 0.7%
3,562
-7
29
$1.84M 0.66%
3,505
-54
30
$1.66M 0.6%
99,600
-10,425
31
$1.54M 0.55%
9,870
-134
32
$1.54M 0.55%
2,811
+706
33
$1.53M 0.55%
17,373
-32,489
34
$1.52M 0.54%
22,116
-783
35
$1.5M 0.54%
9,024
+1,163
36
$1.47M 0.53%
18,204
+23
37
$1.47M 0.53%
3,938
+667
38
$1.44M 0.52%
11,812
-184
39
$1.39M 0.5%
5,654
+249
40
$1.36M 0.49%
7,154
-179
41
$1.35M 0.49%
15,912
42
$1.35M 0.48%
+66,392
43
$1.34M 0.48%
2,859
-95
44
$1.31M 0.47%
2,279
+689
45
$1.31M 0.47%
4,200
-210
46
$1.29M 0.46%
3,921
-113
47
$1.29M 0.46%
6,465
+1
48
$1.25M 0.45%
3,417
-908
49
$1.25M 0.45%
15,872
+241
50
$1.24M 0.45%
7,296
+804
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