EFA

Evernest Financial Advisors Portfolio holdings

AUM $309M
1-Year Est. Return 16.68%
This Quarter Est. Return
1 Year Est. Return
+16.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$3.01M
3
+$1.41M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.38M
5
NVDA icon
NVIDIA
NVDA
+$1.09M

Top Sells

1
+$1.48M
2
+$1.22M
3
+$1.15M
4
GIS icon
General Mills
GIS
+$611K
5
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$599K

Sector Composition

1 Technology 12.94%
2 Healthcare 5.82%
3 Financials 4.27%
4 Consumer Discretionary 3.6%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$315K 0.15%
1,166
+166
102
$315K 0.15%
7,775
-16
103
$308K 0.15%
565
+83
104
$307K 0.15%
1,596
-47
105
$301K 0.14%
1,287
-376
106
$299K 0.14%
+6,254
107
$291K 0.14%
7,221
-525
108
$286K 0.14%
3,756
+979
109
$285K 0.13%
2,172
-90
110
$283K 0.13%
1,652
-231
111
$282K 0.13%
1,213
+178
112
$270K 0.13%
1,489
+19
113
$266K 0.13%
6,501
-3,222
114
$260K 0.12%
+487
115
$250K 0.12%
2,870
-185
116
$246K 0.12%
854
117
$235K 0.11%
+5,923
118
$228K 0.11%
+1,761
119
$221K 0.1%
+1,700
120
$221K 0.1%
2,603
-2,291
121
$216K 0.1%
3,391
-3,330
122
$213K 0.1%
+1,770
123
$96.4K 0.05%
+13,659
124
$91.8K 0.04%
+14,044
125
$52.1K 0.02%
+10,730
2 3 4
5
6