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
$385M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.96M
3
+$1.73M
4
PG icon
Procter & Gamble
PG
+$1.09M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$565K
2
+$526K
3
+$458K
4
VTV icon
Vanguard Value ETF
VTV
+$414K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$329K

Sector Composition

1 Technology 22.25%
2 Financials 6.96%
3 Healthcare 6.81%
4 Consumer Discretionary 6.18%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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302
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303
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304
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-10,336
305
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-737
306
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-2,505
307
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-10,856
308
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-904
309
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-2,251
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