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
$223M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$612K
3
+$600K
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$556K
5
MAMA icon
Mama's Creations
MAMA
+$337K

Top Sells

1
+$9.29M
2
+$315K
3
+$305K
4
PH icon
Parker-Hannifin
PH
+$260K
5
TDVG icon
T. Rowe Price Dividend Growth ETF
TDVG
+$181K

Sector Composition

1 Technology 12.74%
2 Healthcare 5.95%
3 Financials 4.43%
4 Consumer Discretionary 3.44%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$313K 0.14%
566
+1
102
$309K 0.14%
1,590
-62
103
$308K 0.14%
706
-38
104
$306K 0.14%
6,200
-54
105
$302K 0.14%
5,094
-221
106
$300K 0.13%
1,167
+1
107
$298K 0.13%
2,255
108
$297K 0.13%
2,172
109
$294K 0.13%
3,756
110
$290K 0.13%
2,985
+115
111
$285K 0.13%
6,521
+20
112
$284K 0.13%
1,770
113
$278K 0.12%
1,191
-96
114
$275K 0.12%
1,213
115
$268K 0.12%
854
116
$267K 0.12%
1,547
+58
117
$266K 0.12%
6,796
-425
118
$252K 0.11%
5,923
119
$237K 0.11%
+3,987
120
$232K 0.1%
2,603
121
$229K 0.1%
+3,623
122
$228K 0.1%
1,700
123
$221K 0.1%
3,409
+18
124
$201K 0.09%
1,761
125
$200K 0.09%
+691
2 3 4
5
6