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
$451M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.93M
3
+$1.81M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.72M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.16M

Top Sells

1
+$1.22M
2
+$937K
3
+$307K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$293K
5
HUM icon
Humana
HUM
+$279K

Sector Composition

1 Technology 21.76%
2 Financials 7.94%
3 Healthcare 6.87%
4 Consumer Discretionary 6.54%
5 Communication Services 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$324K 0.07%
+6,269
252
$322K 0.07%
1,791
+551
253
$320K 0.07%
+4,123
254
$319K 0.07%
10,983
+2,411
255
$319K 0.07%
6,017
-1,461
256
$319K 0.07%
+1,306
257
$317K 0.07%
+3,782
258
$311K 0.07%
1,995
+310
259
$310K 0.07%
6,906
+882
260
$310K 0.07%
+3,967
261
$304K 0.07%
+3,010
262
$298K 0.07%
4,390
+540
263
$298K 0.07%
1,937
+234
264
$294K 0.07%
2,797
+653
265
$290K 0.06%
3,289
266
$286K 0.06%
3,803
+415
267
$284K 0.06%
4,232
+991
268
$282K 0.06%
2,332
+398
269
$279K 0.06%
+6,576
270
$278K 0.06%
+1,688
271
$277K 0.06%
5,244
+302
272
$276K 0.06%
6,570
-2,053
273
$268K 0.06%
+1,299
274
$265K 0.06%
+2,934
275
$263K 0.06%
1,736
9 10
11
12 13