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
$385M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.96M
3
+$1.73M
4
PG icon
Procter & Gamble
PG
+$1.09M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$565K
2
+$526K
3
+$458K
4
VTV icon
Vanguard Value ETF
VTV
+$414K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$329K

Sector Composition

1 Technology 22.25%
2 Financials 6.96%
3 Healthcare 6.81%
4 Consumer Discretionary 6.18%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$295K 0.08%
+2,277
227
$295K 0.08%
+1,424
228
$293K 0.08%
3,197
+72
229
$285K 0.07%
4,396
-329
230
$285K 0.07%
+494
231
$283K 0.07%
+1,649
232
$280K 0.07%
6,024
+1,377
233
$279K 0.07%
+746
234
$274K 0.07%
+2,309
235
$272K 0.07%
+882
236
$272K 0.07%
+330
237
$271K 0.07%
2,417
-1,466
238
$267K 0.07%
3,289
239
$265K 0.07%
3,582
+951
240
$265K 0.07%
+1,703
241
$264K 0.07%
+6,299
242
$263K 0.07%
2,013
+480
243
$261K 0.07%
1,736
244
$259K 0.07%
2,280
+164
245
$258K 0.07%
+10,328
246
$256K 0.07%
3,469
+166
247
$255K 0.07%
3,839
+114
248
$250K 0.07%
+2,710
249
$250K 0.06%
+2,856
250
$249K 0.06%
1,685
+387
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