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
$200M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$1.72M
2 +$1.47M
3 +$1.3M
4
AAPL icon
Apple
AAPL
+$1.21M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$938K

Top Sells

1 +$290K
2 +$285K
3 +$281K
4
CDNS icon
Cadence Design Systems
CDNS
+$272K
5
ROST icon
Ross Stores
ROST
+$257K

Sector Composition

1 Technology 25.52%
2 Financials 14%
3 Healthcare 9.29%
4 Industrials 8.72%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-1,087