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
$279M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.73M
3
+$1.66M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.58M
5
LAKE icon
Lakeland Industries
LAKE
+$1.35M

Top Sells

1
+$37.6M
2
+$25.1M
3
+$15.6M
4
CASY icon
Casey's General Stores
CASY
+$12.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.31M

Sector Composition

1 Technology 10.54%
2 Healthcare 5.66%
3 Financials 5.53%
4 Consumer Discretionary 3.65%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$507K 0.18%
2,037
+269
102
$488K 0.18%
1,968
-120
103
$483K 0.17%
3,683
-81
104
$476K 0.17%
3,177
-1,230
105
$472K 0.17%
4,816
+84
106
$465K 0.17%
871
107
$462K 0.17%
17,620
+52
108
$453K 0.16%
6,304
+963
109
$448K 0.16%
473
-44
110
$447K 0.16%
+9,750
111
$411K 0.15%
+50,502
112
$402K 0.14%
6,332
-290
113
$386K 0.14%
+157,000
114
$377K 0.14%
16,107
+25
115
$373K 0.13%
3,784
-798
116
$367K 0.13%
8,102
+667
117
$359K 0.13%
701
-33
118
$357K 0.13%
931
+62
119
$350K 0.13%
+1,161
120
$350K 0.13%
8,670
-185
121
$347K 0.12%
+131,265
122
$341K 0.12%
1,569
+216
123
$328K 0.12%
6,445
124
$318K 0.11%
1,846
-219
125
$315K 0.11%
1,563
+55
3 4
5
6 7