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
51
$1.31M 0.37%
12,248
+468
52
$1.3M 0.36%
7,075
+16
53
$1.29M 0.36%
8,872
+6,605
54
$1.27M 0.36%
240,028
+129,156
55
$1.27M 0.36%
7,619
-34
56
$1.24M 0.35%
2,482
-37
57
$1.23M 0.35%
5,710
+16
58
$1.22M 0.34%
3,567
-12
59
$1.21M 0.34%
4,641
+17
60
$1.16M 0.33%
1,257
61
$1.16M 0.33%
16,961
+199
62
$1.12M 0.31%
3,240
-234
63
$1.11M 0.31%
5,927
-398
64
$1.1M 0.31%
14,988
+356
65
$1.09M 0.31%
7,085
-210
66
$1.08M 0.3%
24,110
-608
67
$1.03M 0.29%
17,198
+4,537
68
$1.03M 0.29%
17,996
+150
69
$1.03M 0.29%
19,889
-49
70
$1.01M 0.28%
20,123
+428
71
$1.01M 0.28%
4,079
-148
72
$999K 0.28%
15,066
+597
73
$998K 0.28%
15,112
-1
74
$969K 0.27%
4,886
+121
75
$955K 0.27%
18,898
-291
1 2
3
4 5