EFA

Evernest Financial Advisors Portfolio holdings

AUM $357M
1-Year Est. Return 17.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.81%
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
+$5.15M
2
+$4.06M
3
+$3.92M
4
FFSM icon
Fidelity Fundamental Small-Mid Cap ETF
FFSM
+$2.54M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.38M

Top Sells

1
+$4.83M
2
+$1.28M
3
+$1.26M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$921K
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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-7,496
178
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179
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-2,000
180
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-40,000
181
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-1,300
182
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-11,061
183
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-1,155
4 5 6 7
8