Top 50 Everstar Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 7.02% | 144.0K | $13.2M | +17.44%(+21.38K) | $91.70(-0.29%) | 2026-03-31 | |
| SHY | ISHARES TR | 5.06% | 115.2K | $9.5M | -3.27%(-3.90K) | $82.49(-0.36%) | 2026-03-31 | |
| IEI | ISHARES TR | 4.93% | 78.2K | $9.3M | -3.18%(-2.56K) | $117.74(-0.04%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.09% | 12.2K | $3.9M | +8.97%(+1.01K) | $281.15(+26.97%) | 2026-03-31 | |
| PFM | INVESCO EXCHANGE TRADED FD T | 1.91% | 70.4K | $3.6M | +11.80%(+7.42K) | $46.37(+16.63%) | 2026-03-31 | |
| SGOV | ISHARES TR | 1.64% | 30.7K | $3.1M | -8.31%(-2.78K) | $100.68(-0.24%) | 2026-03-31 | |
| XLP | SELECT SECTOR SPDR TR | 1.41% | 32.4K | $2.7M | -6.10%(-2.10K) | $79.60(+5.60%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 1.41% | 19.9K | $2.6M | -6.41%(-1.36K) | $112.94(+46.66%) | 2026-03-31 | |
| XLV | SELECT SECTOR SPDR TR | 1.37% | 17.6K | $2.6M | -7.77%(-1.48K) | $148.94(-2.45%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 1.29% | 21.9K | $2.4M | -5.63%(-1.30K) | $99.93(+15.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.67% | +14.68% |
| Top 20 Holdings Unweighted | +5.78% | +18.35% |
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