EFG

Everhart Financial Group Portfolio holdings

AUM $865M
1-Year Est. Return 22.62%
This Quarter Est. Return
1 Year Est. Return
+22.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$7.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.28M
3
+$1.22M
4
AMZN icon
Amazon
AMZN
+$675K
5
CVX icon
Chevron
CVX
+$623K

Top Sells

1
+$2.06M
2
+$613K
3
+$452K
4
NFLX icon
Netflix
NFLX
+$413K
5
ADBE icon
Adobe
ADBE
+$380K

Sector Composition

1 Technology 10.48%
2 Consumer Discretionary 4.21%
3 Healthcare 4.14%
4 Financials 4.04%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.94%
11,680
+3,180
27
$1.51M 0.87%
11,094
-244
28
$1.5M 0.87%
25,121
+388
29
$1.42M 0.82%
13,570
-5,859
30
$1.36M 0.78%
12,385
-18,813
31
$1.34M 0.78%
3,239
-45
32
$1.34M 0.78%
3,804
+1,146
33
$1.31M 0.76%
18,861
+759
34
$1.29M 0.75%
7,299
+1,702
35
$1.2M 0.69%
14,460
+3,182
36
$1.09M 0.63%
2,409
-2
37
$1.08M 0.62%
60,123
-1,875
38
$989K 0.57%
1,939
+647
39
$933K 0.54%
22,639
+4,109
40
$889K 0.51%
23,751
+2,226
41
$879K 0.51%
12,703
-98
42
$866K 0.5%
4,077
-17
43
$858K 0.5%
14,947
-4,184
44
$842K 0.49%
1,463
+235
45
$832K 0.48%
3,497
-114
46
$828K 0.48%
3,733
+947
47
$822K 0.48%
4,912
+850
48
$741K 0.43%
50,666
+147
49
$737K 0.43%
6,569
+350
50
$694K 0.4%
4,285
+1,484
1
2
3 4 5