EFG
Everhart Financial Group Portfolio holdings
AUM
$865M
1-Year Est. Return
22.62%
1 Year Est. Return
+22.62%
AUM
$731M
AUM Growth
+$245M
(+51%)
Holding
351
Top Buys
| 1 | +$94.8M | |
| 2 | +$69.9M | |
| 3 | +$35M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$22.8M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$9.18M |
Top Sells
| 1 | +$6.35M | |
| 2 | +$2.2M | |
| 3 | +$564K | |
| 4 |
Marvell Technology
MRVL
|
+$437K |
| 5 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$431K |
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
ProShares UltraPro QQQ
TQQQ
$28.1B
| – | – |
-3,538
|
|