EFA
Evernest Financial Advisors Portfolio holdings
AUM
$357M
1-Year Est. Return
17.81%
1 Year Est. Return
+17.81%
AUM
$309M
AUM Growth
+$30.4M
(+11%)
Holding
179
Top Buys
| 1 | +$5.51M | |
| 2 | +$2.52M | |
| 3 | +$2.25M | |
| 4 |
Capital Group International Equity ETF
CGIE
|
+$2.22M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$1.68M |
Top Sells
| 1 | +$7.76M | |
| 2 | +$3.62M | |
| 3 | +$3.3M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.07M |
| 5 |
Invesco S&P 500 Equal Weight Energy ETF
RSPG
|
+$1.96M |
Sector Composition
| 1 | Technology | 9.98% |
| 2 | Financials | 6.07% |
| 3 | Healthcare | 5.05% |
| 4 | Consumer Discretionary | 2.97% |
| 5 | Communication Services | 2.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
176
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$435M
| – | – |
-23,894
|
|
||
177
Vanguard Russell 2000 ETF
VTWO
$12.5B
| – | – |
-18,204
|
|
||
|
178
iShares Core US Aggregate Bond ETF
AGG
$131B
| – | – |
-20,906
|
|
||
179
Flexible Solutions
FSI
$102M
| – | – |
-61,400
|
|