EFG
Everhart Financial Group Portfolio holdings
AUM
$865M
1-Year Est. Return
22.62%
1 Year Est. Return
+22.62%
AUM
$865M
AUM Growth
+$134M
(+18%)
Holding
355
Top Buys
| 1 | +$15.8M | |
| 2 | +$11.8M | |
| 3 | +$8.52M | |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$4.3M |
| 5 |
Microsoft
MSFT
|
+$2.22M |
Top Sells
| 1 | +$4.85M | |
| 2 | +$1.84M | |
| 3 | +$1.73M | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.43M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
351
Vaxcyte
PCVX
$5.5B
| – | – |
-6,149
|
|
||
352
Regeneron Pharmaceuticals
REGN
$61.3B
| – | – |
-512
|
|
||
353
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
| – | – |
-9,243
|
|
||
354
ProShares Ultra S&P500
SSO
$7.58B
| – | – |
-3,685
|
|
||
355
Weyerhaeuser
WY
$17B
| – | – |
-8,901
|
|