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
126
$413K 0.12%
+8,795
127
$406K 0.11%
1,152
+18
128
$389K 0.11%
+16,617
129
$386K 0.11%
4,559
-125
130
$377K 0.11%
1,349
131
$375K 0.11%
5,372
-47
132
$374K 0.1%
8,503
-156
133
$374K 0.1%
+21,000
134
$373K 0.1%
785
+8
135
$370K 0.1%
8,429
-192
136
$362K 0.1%
176,700
+150,700
137
$361K 0.1%
2,291
138
$359K 0.1%
1,527
+171
139
$355K 0.1%
948
140
$351K 0.1%
3,756
141
$343K 0.1%
2,857
+169
142
$325K 0.09%
1,598
143
$321K 0.09%
4,020
144
$321K 0.09%
2,680
-80
145
$320K 0.09%
1,351
+3
146
$320K 0.09%
1,137
-4
147
$318K 0.09%
3,408
148
$307K 0.09%
1,597
-12
149
$301K 0.08%
+34,150
150
$298K 0.08%
+30,000
4 5
6
7 8