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
$486M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.48M
3
+$2.41M
4
MSFT icon
Microsoft
MSFT
+$2.25M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.2M

Top Sells

1
+$720K
2
+$649K
3
+$648K
4
JNJ icon
Johnson & Johnson
JNJ
+$537K
5
BLK icon
Blackrock
BLK
+$536K

Sector Composition

1 Technology 23.28%
2 Financials 8.48%
3 Consumer Discretionary 7.28%
4 Communication Services 6.72%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$391K 0.08%
1,670
+3
227
$379K 0.08%
2,059
+122
228
$379K 0.08%
7,144
229
$378K 0.08%
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230
$378K 0.08%
1,626
-2
231
$376K 0.08%
1,596
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232
$375K 0.08%
1,359
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233
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11,963
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$374K 0.08%
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235
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236
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523
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237
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238
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240
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241
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242
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247
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31,378
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248
$325K 0.07%
13,026
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249
$324K 0.07%
+4,274
250
$318K 0.07%
6,129
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8 9
10
11 12