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
251
$248K 0.06%
1,879
+438
252
$247K 0.06%
+4,671
253
$246K 0.06%
954
+18
254
$245K 0.06%
2,144
-1,537
255
$244K 0.06%
+7,144
256
$242K 0.06%
+3,388
257
$242K 0.06%
+9,081
258
$242K 0.06%
618
259
$242K 0.06%
+3,681
260
$241K 0.06%
4,942
+10
261
$240K 0.06%
+1,856
262
$237K 0.06%
2,452
-101
263
$237K 0.06%
3,032
264
$236K 0.06%
3,028
-1,063
265
$236K 0.06%
6,409
-250
266
$235K 0.06%
230
+8
267
$234K 0.06%
+2,456
268
$231K 0.06%
3,850
+869
269
$229K 0.06%
1,448
+119
270
$227K 0.06%
+2,481
271
$225K 0.06%
+964
272
$224K 0.06%
+876
273
$222K 0.06%
+5,809
274
$220K 0.06%
2,658
-265
275
$219K 0.06%
+3,703
9 10
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