EFA

Evernest Financial Advisors Portfolio holdings

AUM $481M
1-Year Est. Return 19.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$3.66M
3
+$1.48M
4
WMT icon
Walmart Inc
WMT
+$1.19M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.04M

Top Sells

1
+$2.62M
2
+$725K
3
+$658K
4
BOSC icon
Better Online Solutions
BOSC
+$518K
5
IDR icon
Idaho Strategic Resources
IDR
+$396K

Sector Composition

1 Technology 9.33%
2 Financials 5.71%
3 Healthcare 4.37%
4 Communication Services 3.16%
5 Consumer Discretionary 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 0.87%
211,690
+55,190
27
$3.11M 0.87%
16,646
-98
28
$2.61M 0.73%
7,903
-701
29
$2.53M 0.71%
3,179
+10
30
$2.53M 0.71%
10,377
+150
31
$2.52M 0.71%
46,460
+4,521
32
$2.47M 0.69%
4,909
33
$2.35M 0.66%
9,712
+1
34
$2.27M 0.64%
23,507
35
$2.08M 0.58%
6,836
-11
36
$2.05M 0.57%
3,602
+12
37
$2.04M 0.57%
4,270
+49
38
$1.99M 0.56%
6,321
+38
39
$1.99M 0.56%
24,797
+2,369
40
$1.96M 0.55%
2,674
-20
41
$1.75M 0.49%
12,085
-41
42
$1.72M 0.48%
2,870
+3
43
$1.67M 0.47%
8,983
-85
44
$1.56M 0.44%
35,784
+214
45
$1.52M 0.43%
6,929
+32
46
$1.49M 0.42%
3,665
+19
47
$1.45M 0.41%
3,920
+46
48
$1.39M 0.39%
8,316
+152
49
$1.38M 0.39%
5,971
-2
50
$1.34M 0.37%
18,118
+9,520
1
2
3 4 5