EFG

Everhart Financial Group Portfolio holdings

AUM $865M
1-Year Est. Return 22.62%
This Quarter Est. Return
1 Year Est. Return
+22.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.45M
3
+$1.29M
4
WING icon
Wingstop
WING
+$994K
5
VTV icon
Vanguard Value ETF
VTV
+$980K

Top Sells

1
+$3.29M
2
+$1.9M
3
+$752K
4
ULST icon
SPDR SSGA Ultra Short Term Bond ETF
ULST
+$614K
5
SPLK
Splunk Inc
SPLK
+$310K

Sector Composition

1 Technology 19.71%
2 Financials 7.22%
3 Healthcare 6.46%
4 Consumer Discretionary 6.31%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$270K 0.08%
1,597
+295
227
$270K 0.08%
+4,725
228
$268K 0.08%
685
+96
229
$264K 0.08%
737
+4
230
$263K 0.08%
11,617
+1,149
231
$263K 0.08%
+1,140
232
$263K 0.08%
+1,329
233
$255K 0.07%
2,747
+440
234
$249K 0.07%
+2,645
235
$247K 0.07%
4,932
-599
236
$247K 0.07%
2,629
+47
237
$247K 0.07%
904
+118
238
$246K 0.07%
8,213
-14
239
$246K 0.07%
+3,314
240
$246K 0.07%
618
241
$245K 0.07%
2,251
+474
242
$238K 0.07%
2,553
-8
243
$238K 0.07%
+2,812
244
$237K 0.07%
+1,201
245
$235K 0.07%
+4,333
246
$234K 0.07%
+1,736
247
$231K 0.07%
3,032
248
$231K 0.07%
+5,971
249
$230K 0.07%
+1,298
250
$230K 0.07%
1,424
8 9
10
11 12