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
276
$338K 0.04%
10,007
+3,403
277
$333K 0.04%
1,182
-98
278
$330K 0.04%
3,359
+242
279
$324K 0.04%
909
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280
$324K 0.04%
3,016
-799
281
$322K 0.04%
793
-1,309
282
$321K 0.04%
5,727
+1,759
283
$314K 0.04%
3,753
284
$309K 0.04%
1,785
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285
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+7,069
286
$305K 0.04%
12,579
-1,949
287
$297K 0.03%
2,829
-1,075
288
$296K 0.03%
+2,305
289
$295K 0.03%
3,385
+418
290
$292K 0.03%
3,165
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291
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10,138
-7,137
292
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6,052
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293
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6,128
-1,426
294
$278K 0.03%
1,183
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295
$277K 0.03%
3,934
-626
296
$270K 0.03%
3,795
297
$266K 0.03%
2,422
-11
298
$261K 0.03%
11,800
-1,526
299
$255K 0.03%
+1,351
300
$254K 0.03%
3,515
+58
10 11
12
13 14