EFG

Everhart Financial Group Portfolio holdings

AUM $1.08B
1-Year Est. Return 23.1%
This Quarter Est. Return
1 Year Est. Return
+23.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$865M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$11.8M
3
+$8.52M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.3M
5
MSFT icon
Microsoft
MSFT
+$2.22M

Top Sells

1
+$4.85M
2
+$1.84M
3
+$1.73M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.43M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.28M

Sector Composition

1 Technology 15.66%
2 Financials 6.2%
3 Communication Services 4.72%
4 Consumer Discretionary 4.37%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$419K 0.05%
9,062
-94
252
$417K 0.05%
1,378
-250
253
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3,234
-8
254
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255
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918
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256
$398K 0.05%
973
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257
$397K 0.05%
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258
$390K 0.05%
1,159
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259
$390K 0.05%
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260
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15,299
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261
$382K 0.04%
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262
$382K 0.04%
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263
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15,370
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264
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7,397
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265
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266
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18,104
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272
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273
$356K 0.04%
4,555
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274
$346K 0.04%
3,486
-71
275
$341K 0.04%
1,432
+17
9 10
11
12 13