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
276
$252K 0.05%
4,715
-1,275
277
$252K 0.05%
2,285
-47
278
$251K 0.05%
352
-508
279
$250K 0.05%
2,259
-2,857
280
$246K 0.05%
3,947
-2
281
$244K 0.05%
+8,349
282
$241K 0.05%
2,094
-9
283
$239K 0.05%
+2,592
284
$239K 0.05%
3,444
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285
$236K 0.05%
6,341
-1,615
286
$234K 0.05%
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287
$233K 0.05%
369
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288
$231K 0.05%
2,737
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289
$231K 0.05%
2,769
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290
$230K 0.05%
11,403
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291
$226K 0.05%
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292
$225K 0.05%
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293
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2,610
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294
$220K 0.05%
6,533
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295
$218K 0.04%
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296
$218K 0.04%
1,270
297
$217K 0.04%
+312
298
$216K 0.04%
7,926
-498
299
$212K 0.04%
+8,303
300
$209K 0.04%
1,641
-5
10 11
12
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