EFA

Evernest Financial Advisors Portfolio holdings

AUM $477M
1-Year Est. Return 21.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$4.17M
3
+$4.08M
4
FFSM icon
Fidelity Fundamental Small-Mid Cap ETF
FFSM
+$2.64M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.41M

Top Sells

1
+$5.07M
2
+$1.32M
3
+$1.26M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$947K
5
HELE icon
Helen of Troy
HELE
+$775K

Sector Composition

1 Technology 21.19%
2 Financials 12.25%
3 Consumer Discretionary 6.81%
4 Healthcare 3.44%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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179
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180
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-40,000
181
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182
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-11,061
183
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-1,157
4 5 6 7
8