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
$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
101
$307K 0.16%
+2,264
102
$305K 0.16%
+7,685
103
$305K 0.16%
+2,255
104
$290K 0.15%
+1,221
105
$289K 0.15%
+5,150
106
$279K 0.14%
+1,498
107
$269K 0.14%
+924
108
$266K 0.14%
+6,557
109
$265K 0.14%
+482
110
$258K 0.13%
+1,035
111
$239K 0.12%
+2,861
112
$238K 0.12%
+854
113
$233K 0.12%
+4,156
114
$225K 0.12%
+2,603
115
$213K 0.11%
+3,379
116
$209K 0.11%
+2,777
1 2 3 4
5