EFA

Evernest Financial Advisors Portfolio holdings

AUM $477M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$2.39M
3
+$2.22M
4
CGIE icon
Capital Group International Equity ETF
CGIE
+$2.1M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.66M

Top Sells

1
+$6.18M
2
+$3.46M
3
+$3.12M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.07M
5
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$1.96M

Sector Composition

1 Technology 9.98%
2 Financials 6.07%
3 Healthcare 5.05%
4 Consumer Discretionary 2.97%
5 Communication Services 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 0.77%
4,909
+596
27
$2.37M 0.77%
8,604
+1,767
28
$2.25M 0.73%
+41,939
29
$2.24M 0.73%
3,169
+358
30
$2.16M 0.7%
23,507
+7,595
31
$2.1M 0.68%
9,711
+3,246
32
$2.02M 0.65%
3,590
+28
33
$2M 0.65%
6,847
+270
34
$1.99M 0.64%
2,694
+415
35
$1.82M 0.59%
6,283
+629
36
$1.82M 0.59%
18,594
+1,221
37
$1.81M 0.59%
10,227
+357
38
$1.68M 0.54%
22,428
+312
39
$1.64M 0.53%
4,221
+300
40
$1.58M 0.51%
2,867
+8
41
$1.53M 0.5%
3,874
-64
42
$1.51M 0.49%
6,897
-257
43
$1.5M 0.48%
12,126
+314
44
$1.47M 0.47%
7,059
+1,207
45
$1.45M 0.47%
35,570
+3,826
46
$1.39M 0.45%
9,068
+44
47
$1.34M 0.43%
3,646
+229
48
$1.27M 0.41%
3,579
+397
49
$1.26M 0.41%
4,624
+117
50
$1.26M 0.41%
4,227
+27
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