EA
Everpar Advisors Portfolio holdings
AUM
$253M
1-Year Est. Return
24.68%
1 Year Est. Return
+24.68%
AUM
$220M
AUM Growth
+$31.7M
(+17%)
Holding
276
Top Buys
| 1 | +$2.55M | |
| 2 | +$1.05M | |
| 3 | +$994K | |
| 4 |
Capital Group Growth ETF
CGGR
|
+$854K |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$743K |
Top Sells
| 1 | +$366K | |
| 2 | +$357K | |
| 3 | +$307K | |
| 4 |
Coca-Cola
KO
|
+$278K |
| 5 |
Charles River Laboratories
CRL
|
+$276K |
Sector Composition
| 1 | Technology | 23.26% |
| 2 | Financials | 14.39% |
| 3 | Consumer Discretionary | 7.46% |
| 4 | Industrials | 7.43% |
| 5 | Healthcare | 6.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Alerian MLP ETF
AMLP
$10B
| – | – |
-4,036
|
|