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
51
$1.25M 0.41%
11,780
+1,250
52
$1.24M 0.4%
1,257
+102
53
$1.22M 0.39%
7,653
+857
54
$1.19M 0.39%
8,164
+1,277
55
$1.17M 0.38%
2,519
+111
56
$1.17M 0.38%
5,694
57
$1.16M 0.38%
16,762
+1,323
58
$1.16M 0.38%
7,295
-1
59
$1.12M 0.36%
6,325
-4
60
$1.11M 0.36%
5,973
+389
61
$1.08M 0.35%
3,474
-31
62
$1.05M 0.34%
24,718
-30
63
$1.02M 0.33%
14,469
+2,109
64
$1.02M 0.33%
3,658
+15
65
$970K 0.31%
+17,846
66
$966K 0.31%
19,695
+1,167
67
$965K 0.31%
19,189
+2,433
68
$945K 0.31%
3,065
+168
69
$943K 0.31%
19,938
-194
70
$941K 0.3%
4,765
-197
71
$927K 0.3%
3,319
+319
72
$925K 0.3%
11,680
+598
73
$890K 0.29%
3,821
+12
74
$887K 0.29%
3,598
+95
75
$886K 0.29%
15,113
1 2
3
4 5