EFA

Evernest Financial Advisors Portfolio holdings

AUM $481M
1-Year Est. Return 19.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$3.66M
3
+$1.48M
4
WMT icon
Walmart Inc
WMT
+$1.19M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.04M

Top Sells

1
+$2.62M
2
+$725K
3
+$658K
4
BOSC icon
Better Online Solutions
BOSC
+$518K
5
IDR icon
Idaho Strategic Resources
IDR
+$396K

Sector Composition

1 Technology 9.33%
2 Financials 5.71%
3 Healthcare 4.37%
4 Communication Services 3.16%
5 Consumer Discretionary 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$660K 0.18%
17,600
-7,450
102
$657K 0.18%
+89,300
103
$654K 0.18%
1,835
-342
104
$627K 0.18%
538
+2
105
$625K 0.18%
20,000
106
$619K 0.17%
22,173
+5,500
107
$615K 0.17%
20,756
+75
108
$612K 0.17%
13,666
+162
109
$593K 0.17%
1,802
+10
110
$573K 0.16%
8,006
111
$568K 0.16%
3,680
-2
112
$551K 0.15%
10,315
113
$519K 0.15%
871
114
$517K 0.14%
1,575
+879
115
$504K 0.14%
4,404
+13
116
$481K 0.13%
789
117
$477K 0.13%
2,365
-145
118
$472K 0.13%
1,811
-20
119
$454K 0.13%
5,415
-232
120
$443K 0.12%
584
+23
121
$442K 0.12%
8,164
+1,492
122
$437K 0.12%
1,547
-178
123
$435K 0.12%
+2,180
124
$433K 0.12%
3,070
+920
125
$422K 0.12%
+3,000
3 4
5
6 7