EFA

Evernest Financial Advisors Portfolio holdings

AUM $357M
1-Year Est. Return 17.81%
This Quarter Est. Return
1 Year Est. Return
+17.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.73M
3 +$1.66M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.58M
5
LAKE icon
Lakeland Industries
LAKE
+$1.35M

Top Sells

1 +$37.6M
2 +$25.1M
3 +$15.6M
4
CASY icon
Casey's General Stores
CASY
+$12.9M
5
VOO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-7,500