EFA

Evernest Financial Advisors Portfolio holdings

AUM $477M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$2.39M
3
+$2.22M
4
CGIE icon
Capital Group International Equity ETF
CGIE
+$2.1M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.66M

Top Sells

1
+$6.18M
2
+$3.46M
3
+$3.12M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.07M
5
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$1.96M

Sector Composition

1 Technology 9.98%
2 Financials 6.07%
3 Healthcare 5.05%
4 Consumer Discretionary 2.97%
5 Communication Services 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$367K 0.12%
8,659
-11
127
$365K 0.12%
777
+183
128
$356K 0.12%
1,609
+40
129
$344K 0.11%
+7,000
130
$338K 0.11%
+948
131
$337K 0.11%
1,838
-8
132
$336K 0.11%
3,696
+727
133
$336K 0.11%
3,756
134
$330K 0.11%
+1,356
135
$330K 0.11%
6,672
+11
136
$327K 0.11%
+1,598
137
$321K 0.1%
2,291
138
$321K 0.1%
1,202
+270
139
$306K 0.1%
2,267
140
$305K 0.1%
+1,349
141
$302K 0.1%
2,290
-887
142
$294K 0.1%
670
143
$272K 0.09%
2,150
144
$265K 0.09%
+174
145
$264K 0.09%
46,963
146
$264K 0.09%
51,300
+40,300
147
$262K 0.08%
6,336
+1,156
148
$258K 0.08%
+1,725
149
$255K 0.08%
+53,800
150
$253K 0.08%
3,470
+17
4 5
6
7 8