EFA
Evernest Financial Advisors Portfolio holdings
AUM $279M
AUM
$279M
AUM Growth
-$107M (-28%)
Cap. Flow
-$79.6M
Cap. Flow % of AUM
-28.58%
Top 10 Holdings %Top 10 Hldgs %
43.49%
Holding
176
New
13
Increased
59
Reduced
63
Closed
28
Top Buys
| 1 | $2.07M | |
| 2 | $1.73M | |
| 3 | $1.66M | |
| 4 | $1.58M | |
| 5 | $1.35M |
Top Sells
| 1 | $37.6M | |
| 2 | $25.1M | |
| 3 | $15.6M | |
| 4 | $9.31M | |
| 5 | $2.85M |
Sector Composition
| 1 | Technology | 10.54% |
| 2 | Healthcare | 5.66% |
| 3 | Financials | 5.53% |
| 4 | Consumer Discretionary | 3.65% |
| 5 | Consumer Staples | 2.87% |