EFA

Evernest Financial Advisors Portfolio holdings

AUM $309M
1-Year Est. Return 16.68%
This Quarter Est. Return
1 Year Est. Return
+16.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$11.4M
3
+$11M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$10M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.57%
2 Healthcare 6.31%
3 Consumer Discretionary 4.57%
4 Financials 4.22%
5 Industrials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$827K 0.43%
+1,143
52
$804K 0.42%
+4,126
53
$801K 0.41%
+7,868
54
$800K 0.41%
+13,439
55
$785K 0.41%
+3,531
56
$784K 0.41%
+5,193
57
$783K 0.41%
+13,601
58
$768K 0.4%
+2,638
59
$748K 0.39%
+8,759
60
$731K 0.38%
+14,604
61
$717K 0.37%
+12,992
62
$710K 0.37%
+14,163
63
$687K 0.36%
+18,956
64
$671K 0.35%
+46,963
65
$663K 0.34%
+3,824
66
$658K 0.34%
+8,352
67
$649K 0.34%
+5,804
68
$641K 0.33%
+12,661
69
$638K 0.33%
+4,227
70
$627K 0.32%
+6,440
71
$618K 0.32%
+2,471
72
$612K 0.32%
+2,394
73
$612K 0.32%
+1,592
74
$566K 0.29%
+3,375
75
$558K 0.29%
+4,772
1 2
3
4 5