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
126
– –
-1,321
127
– –
-4,147
128
– –
-9,376
129
– –
-4,080
130
– –
-2,734
131
– –
-7,373
132
– –
-3,151
133
– –
-5,459
134
– –
-106,064
2 3 4 5
6