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
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.4M
3
+$11M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$9.81M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.94%
2 Healthcare 6.07%
3 Consumer Discretionary 5.4%
4 Financials 4.73%
5 Consumer Staples 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$344K 0.17%
+1,321
102
$340K 0.17%
+7,746
103
$340K 0.17%
+5,361
104
$336K 0.17%
+1,771
105
$322K 0.16%
+688
106
$316K 0.16%
+1,643
107
$316K 0.16%
+3,000
108
$296K 0.15%
+4,940
109
$294K 0.15%
+7,791
110
$290K 0.15%
+2,262
111
$279K 0.14%
+960
112
$269K 0.14%
+5,459
113
$263K 0.13%
+1,000
114
$256K 0.13%
+482
115
$254K 0.13%
+1,035
116
$244K 0.12%
+3,055
117
$242K 0.12%
+854
118
$240K 0.12%
+1,470
119
$228K 0.12%
+2,734
120
$224K 0.11%
+4,080
121
$210K 0.11%
+4,147
122
$209K 0.11%
+2,777
1 2 3 4
5