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
$165M
AUM Growth
-$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.52M
3
+$588K
4
SNPS icon
Synopsys
SNPS
+$555K
5
AMT icon
American Tower
AMT
+$451K

Top Sells

1
+$1.86M
2
+$1.15M
3
+$1.02M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$572K
5
AAPL icon
Apple
AAPL
+$487K

Sector Composition

1 Technology 11.54%
2 Healthcare 7.51%
3 Financials 5.44%
4 Consumer Discretionary 4.53%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.92%
14,444
+874
27
$1.37M 0.83%
16,008
+1,548
28
$1.24M 0.75%
11,360
-320
29
$1.22M 0.74%
11,180
-500
30
$1.22M 0.74%
23,624
-1,497
31
$1.15M 0.7%
19,527
+666
32
$1.13M 0.69%
3,267
+28
33
$1.13M 0.68%
2,194
+255
34
$1.1M 0.67%
72,370
+2,490
35
$989K 0.6%
2,608
+199
36
$969K 0.59%
3,551
-253
37
$929K 0.56%
5,572
+660
38
$923K 0.56%
61,965
+1,842
39
$853K 0.52%
5,573
+1,288
40
$810K 0.49%
4,110
+377
41
$799K 0.49%
2,464
+547
42
$753K 0.46%
14,355
+3,734
43
$723K 0.44%
23,217
+578
44
$712K 0.43%
2,885
+476
45
$708K 0.43%
1,478
+15
46
$698K 0.42%
3,966
-111
47
$687K 0.42%
37,678
+6,844
48
$673K 0.41%
3,415
-82
49
$671K 0.41%
6,600
+31
50
$658K 0.4%
2,401
+339
1
2
3 4 5