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
$223M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$612K
3
+$600K
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$556K
5
MAMA icon
Mama's Creations
MAMA
+$337K

Top Sells

1
+$9.29M
2
+$315K
3
+$305K
4
PH icon
Parker-Hannifin
PH
+$260K
5
TDVG icon
T. Rowe Price Dividend Growth ETF
TDVG
+$181K

Sector Composition

1 Technology 12.74%
2 Healthcare 5.95%
3 Financials 4.43%
4 Consumer Discretionary 3.44%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.45%
2,223
+426
52
$993K 0.44%
8,625
+130
53
$948K 0.42%
9,067
-368
54
$931K 0.42%
4,820
+769
55
$930K 0.42%
3,843
56
$907K 0.41%
3,455
+8
57
$894K 0.4%
9,769
+949
58
$878K 0.39%
13,790
+596
59
$873K 0.39%
17,431
-1,644
60
$861K 0.39%
4,033
-300
61
$810K 0.36%
3,991
-55
62
$801K 0.36%
2,564
-154
63
$783K 0.35%
3,552
+21
64
$766K 0.34%
12,050
-1,551
65
$748K 0.34%
12,992
66
$714K 0.32%
14,245
-193
67
$713K 0.32%
3,670
+12
68
$704K 0.32%
14,828
-384
69
$688K 0.31%
17,306
+412
70
$685K 0.31%
1,359
71
$655K 0.29%
6,308
-112
72
$642K 0.29%
4,107
-361
73
$642K 0.29%
6,393
-158
74
$610K 0.27%
2,556
+35
75
$606K 0.27%
4,975
-112
1 2
3
4 5