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
151
$297K 0.08%
1,763
-75
152
$297K 0.08%
1,202
153
$295K 0.08%
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154
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155
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156
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157
$269K 0.08%
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158
$268K 0.08%
6,364
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159
$268K 0.08%
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160
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25,242
-42,000
161
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162
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+63,000
163
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3,489
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164
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165
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728
166
$242K 0.07%
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167
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173
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1,908
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174
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46,000
-106,000
175
$219K 0.06%
3,240
4 5 6
7
8