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
301
$252K 0.03%
+2,389
302
$252K 0.03%
1,873
+238
303
$250K 0.03%
4,032
+39
304
$250K 0.03%
1,526
-96
305
$250K 0.03%
3,394
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306
$248K 0.03%
4,578
+163
307
$241K 0.03%
6,420
-194
308
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8,189
+1,126
309
$240K 0.03%
4,785
-862
310
$239K 0.03%
2,187
+34
311
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2,649
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312
$237K 0.03%
4,038
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313
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+1,705
314
$236K 0.03%
1,999
-62
315
$234K 0.03%
+7,565
316
$233K 0.03%
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317
$233K 0.03%
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-76
318
$233K 0.03%
21,704
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319
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320
$229K 0.03%
3,286
-29
321
$224K 0.03%
+279
322
$224K 0.03%
4,342
-1,646
323
$220K 0.03%
+2,525
324
$219K 0.03%
+3,244
325
$218K 0.03%
1,638
-3
11 12
13
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