EFG
Everhart Financial Group Portfolio holdings
AUM
$1.08B
1-Year Est. Return
23.1%
This Fund
S&P 500
1 Year Est. Return
+23.1%
AUM
$998M
AUM Growth
+$132M
(+15%)
Holding
401
Top Buys
| 1 | +$12.5M | |
| 2 | +$7.93M | |
| 3 | +$5.41M | |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$3.8M |
| 5 |
NVIDIA
NVDA
|
+$1.62M |
Top Sells
| 1 | +$1.51M | |
| 2 | +$1.13M | |
| 3 | +$859K | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$732K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
401
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.4B
| – | – |
-6,420
|
|