EFA
Evernest Financial Advisors Portfolio holdings
AUM
$309M
1-Year Return
16.68%
This Quarter Return
+0.39%
1 Year Return
+16.68%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$279M
AUM Growth
-$107M
(-28%)
Cap. Flow
-$104M
Cap. Flow
% of AUM
-37.35%
Top 10 Holdings %
Top 10 Hldgs %
43.49%
Holding
176
New
13
Increased
59
Reduced
63
Closed
28
Top Buys
| 1 |
Capital Group International Equity ETF
CGIE
|
$2.07M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
$1.73M |
| 3 |
Fidelity Enhanced International ETF
FENI
|
$1.66M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.58M |
| 5 |
Lakeland Industries
LAKE
|
$1.35M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$37.6M |
| 2 |
Apple
AAPL
|
$25.1M |
| 3 |
Microsoft
MSFT
|
$15.6M |
| 4 |
Casey's General Stores
CASY
|
$12.9M |
| 5 |
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% |
