EFG

Everhart Financial Group Portfolio holdings

AUM $1.08B
1-Year Est. Return 23.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$2.39M
2 +$894K
3 +$734K
4
CMG icon
Chipotle Mexican Grill
CMG
+$732K
5
STXG icon
Strive 1000 Growth ETF
STXG
+$697K

Top Sells

1 +$8.62M
2 +$385K
3 +$360K
4
A icon
Agilent Technologies
A
+$314K
5
TMO icon
Thermo Fisher Scientific
TMO
+$290K

Sector Composition

1 Technology 15.42%
2 Consumer Discretionary 5.58%
3 Healthcare 5.54%
4 Financials 5.35%
5 Industrials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-3,515