EFG

Everhart Financial Group Portfolio holdings

AUM $1.17B
1-Year Est. Return 25.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$998M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$7.93M
3
+$5.41M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.8M
5
NVDA icon
NVIDIA
NVDA
+$1.62M

Top Sells

1
+$1.51M
2
+$1.13M
3
+$859K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$732K
5
BND icon
Vanguard Total Bond Market
BND
+$604K

Sector Composition

1 Technology 16.19%
2 Financials 6.29%
3 Communication Services 4.81%
4 Consumer Discretionary 4.68%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$237K 0.02%
+1,751
352
$236K 0.02%
1,673
+35
353
$236K 0.02%
+905
354
$233K 0.02%
+390
355
$230K 0.02%
+294
356
$230K 0.02%
+752
357
$229K 0.02%
+1,765
358
$229K 0.02%
+8,207
359
$226K 0.02%
1,170
-13
360
$226K 0.02%
+599
361
$225K 0.02%
+2,004
362
$224K 0.02%
+2,108
363
$223K 0.02%
+1,991
364
$223K 0.02%
+1,994
365
$220K 0.02%
+1,512
366
$220K 0.02%
4,354
-1,373
367
$218K 0.02%
+3,125
368
$218K 0.02%
+680
369
$216K 0.02%
+1,077
370
$214K 0.02%
4,001
-341
371
$212K 0.02%
+377
372
$211K 0.02%
459
-919
373
$210K 0.02%
4,748
-2,321
374
$207K 0.02%
+902
375
$206K 0.02%
12,911
-357
13 14
15
16 17