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
251
$315K 0.06%
7,929
-769
252
$315K 0.06%
1,715
-283
253
$308K 0.06%
746
-213
254
$305K 0.06%
8,014
+138
255
$304K 0.06%
1,866
-425
256
$304K 0.06%
3,753
+721
257
$297K 0.06%
11,181
-16,755
258
$295K 0.06%
1,336
+37
259
$291K 0.06%
3,289
260
$290K 0.06%
3,691
-112
261
$289K 0.06%
5,859
-2,300
262
$288K 0.06%
2,146
-155
263
$280K 0.06%
3,538
+2
264
$278K 0.06%
1,745
+9
265
$276K 0.06%
1,721
+312
266
$269K 0.06%
3,266
+296
267
$268K 0.06%
+1,555
268
$267K 0.05%
2,144
-509
269
$266K 0.05%
741
+74
270
$266K 0.05%
2,430
+49
271
$264K 0.05%
2,001
+194
272
$263K 0.05%
618
273
$261K 0.05%
3,900
+105
274
$260K 0.05%
+1,887
275
$256K 0.05%
2,440
-8
9 10
11
12 13