EA

Everpar Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 24.68%
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$8.79M
2 +$8.5M
3 +$5.49M
4
OKE icon
Oneok
OKE
+$3.87M
5
TSN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$26.8K 0.01%
+613