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
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