EFGL
Everest Financial Group LLC Portfolio holdings
AUM
$447M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$447M
AUM Growth
–
Holding
89
Top Buys
| 1 | +$34.9M | |
| 2 | +$29.7M | |
| 3 | +$28.6M | |
| 4 |
Invesco S&P 500 Revenue ETF
RWL
|
+$26.9M |
| 5 |
NVIDIA
NVDA
|
+$25.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 40.32% |
| 2 | Communication Services | 10.54% |
| 3 | Consumer Discretionary | 7.71% |
| 4 | Financials | 7.06% |
| 5 | Healthcare | 2.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Putnam Focused Large Cap Value ETF
PVAL
$10.4B
| $287K | 0.06% |
+6,303
|
|
||
77
Gilead Sciences
GILD
$164B
| $280K | 0.06% |
+2,284
|
|
||
78
JPMorgan Ultra-Short Income ETF
JPST
$37.7B
| $276K | 0.06% |
+5,457
|
|
||
79
Snowflake
SNOW
$52.1B
| $266K | 0.06% |
+1,211
|
|
||
80
Walmart Inc
WMT
$1.06T
| $261K | 0.06% |
+2,344
|
|
||
81
Johnson & Johnson
JNJ
$556B
| $256K | 0.06% |
+1,238
|
|
||
82
iShares High Yield Systematic Bond ETF
HYDB
$1.56B
| $253K | 0.06% |
+5,348
|
|
||
83
Enterprise Products Partners
EPD
$84.9B
| $244K | 0.05% |
+7,615
|
|
||
84
ON Semiconductor
ON
$46.4B
| $240K | 0.05% |
+4,425
|
|
||
85
PGIM Ultra Short Bond ETF
PULS
$15.8B
| $238K | 0.05% |
+4,792
|
|
||
86
NXP Semiconductors
NXPI
$74.3B
| $225K | 0.05% |
+1,036
|
|
||
87
Abbott
ABT
$148B
| $222K | 0.05% |
+1,772
|
|
||
88
Pegasystems
PEGA
$5.58B
| $211K | 0.05% |
+3,526
|
|
||
89
Walt Disney
DIS
$183B
| $208K | 0.05% |
+1,832
|
|