EFG

Everhart Financial Group Portfolio holdings

AUM $1.08B
1-Year Est. Return 23.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$731M
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1 +$95.7M
2 +$76.3M
3 +$34.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$24.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.13M

Sector Composition

1 Technology 14.41%
2 Financials 6.12%
3 Consumer Discretionary 4.46%
4 Healthcare 4.39%
5 Communication Services 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-510