EA
Everpar Advisors Portfolio holdings
AUM
$220M
This Quarter Return
+12.57%
1 Year Return
+23.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$215M
AUM Growth
–
Cap. Flow
+$215M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
19.79%
Holding
276
New
276
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$8.79M |
| 2 |
Microsoft
MSFT
|
$8.5M |
| 3 |
JPMorgan Chase
JPM
|
$5.49M |
| 4 |
Oneok
OKE
|
$3.87M |
| 5 |
Tyson Foods
TSN
|
$3.38M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 24.86% |
| 2 | Financials | 14.69% |
| 3 | Industrials | 12.05% |
| 4 | Healthcare | 9.7% |
| 5 | Consumer Discretionary | 8.43% |